iconpractice + LeadConnector

Add new iconpractice patient dnas to LeadConnector campaign as leads

Easily stay on top of patient management by leveraging this straightforward workflow. When a patient's status changes to Did Not Attend (DNA) in iconpractice, this automation promptly adds their details to a designated campaign in LeadConnector. This ensures your marketing efforts are targeted and consistent, saving you the time and hassle of manual data transfer. It's an effective way of enhancing patient communication and boosting your overall efficiency.

When this happens...
On Marking a Patient DNA
Triggers when a patient marked as DNA Patient.
TriggerPolling
automatically do this!
Add Lead to Workflow
Adds a lead to an existing workflow.
ActionWrite

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Supported triggers and actions

On Adding a Patient Tag
Triggers when a new tags is added.
Trigger
Polling
Try It
- Select Practice
- Type of Service
Trigger
Polling
Try It
- Select Practice
- Type of Visit
Trigger
Polling
Try It
On Removing a Patient Tag
Triggers when a new patient tags is removed.
Trigger
Polling
Try It
- Patient IDRequired
- Payment category IDRequired
Action
Write

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write

- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Select Practice
Trigger
Polling
Try It
- Select Practice
Trigger
Polling
Try It
On Creating a New Patient
Triggers when a new patient is created.
Trigger
Polling
Try It
On Updating a Patient
Triggers when a patient details was updated.
Trigger
Polling
Try It
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write