Branzino Health and Salesflare

How to connect Branzino Health

What you can automate

  • When new Appointment in Branzino Health, create meeting, then create call in Salesflare.
  • When new Client in Branzino Health, find or create account, then find or create contact, then add contact to account in Salesflare.

About Branzino Health

Branzino Health is an electronic health record and practice management system for clinics, covering patient records, scheduling, charting, and billing.

Branzino Health operations on Zapier

Triggers (4)

Start a workflow when this happens

  • Appointment Cancelled — Triggers when an appointment is cancelled.
  • New Appointment — Triggers when an appointment is booked.
  • New Client — Triggers when a client is created in Branzino.
  • Payment Succeeded — Triggers when a payment settles.

Actions (3)

Things Salesflare can make it do

  • Create Appointment — Books an appointment.
  • Create Client — Creates a client (patient) in Branzino.
  • Create Invoice — Creates a cash-pay invoice line.

Searches (1)

Look up existing records

  • Find Client by Email — Looks up a client by exact email address.

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