Aesthetix CRM and Salesflare
How to connect Aesthetix CRM
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When invoice Paid in Aesthetix CRM, create opportunity, then find or create contact in Salesflare.
- When new Contact in Aesthetix CRM, find or create contact in Salesflare.
- When new Opportunity in Salesflare, create or Update Opportunity in Aesthetix CRM.
About Aesthetix CRM
Aesthetix CRM is a comprehensive, all-in-one sales and marketing platform designed specifically for medical aesthetics practices.
Aesthetix CRM operations on Zapier
Triggers (6)
Start a workflow when this happens
- Form Submission — Triggers when a form is submitted.
- Invoice Paid — Triggers when an invoice is paid.
- New Contact — Triggers when a new contact is created.
- Opportunity Stage Update — Triggers when an opportunity's pipeline stage is updated.
- Opportunity Status Update — Triggers when an opportunity status changes (won, lost, open, abandoned).
Show 1 more triggers
- Tag Added — Triggers when a tag is added to a contact.
Actions (6)
Things Salesflare can make it do
- Add Contact Tag — Adds a tag to a contact.
- Add Contact to Workflow — Adds a contact to a workflow.
- Create Note — Creates a note on a contact.
- Create or Update Contact — Creates a new contact or updates an existing contact.
- Create or Update Opportunity — Creates or updates an opportunity.
Show 1 more actions
- Remove Contact Tag — Removes a tag from a contact.
Searches (2)
Look up existing records
- Find Contact — Searches for contacts by name, email, or phone.
- Find User — Searches for users (team members).
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