Clinicminds and Salesflare
How to connect Clinicminds
- Via Zapier — 19 operations available. Set it up ↗
What you can automate
- When invoice Created in Clinicminds, create opportunity, then find or create contact in Salesflare.
About Clinicminds
Clinicminds is the leading practice and patient management software for private healthcare clinics.
Clinicminds operations on Zapier
Triggers (14)
Start a workflow when this happens
- Appointment Cancelled — Triggers when an appointment is cancelled or deleted.
- Appointment Scheduled — Triggers when a new appointment is scheduled, or an existing appointment is rescheduled.
- Invoice Created — Triggers when a treatment, product sale, or treatment plan/quote is invoiced, or an existing invoice is updated or credited.
- Invoice Payment Deleted — Triggers when a payment is deleted from an invoice.
- Invoice Payment Registered — Triggers when a payment is registered for an invoice.
Show 9 more triggers
- Money Added to Wallet — Triggers when money is manually added to a patient’s wallet, or when such a transaction is reverted.
- No-Show Registered — Triggers when a no-show is registered for a scheduled appointment.
- Patient Subscribed to Newsletter — Triggers when a patient subscribes to the newsletter in Clinicminds.
- Patient Unsubscribed From Newsletter — Triggers when a patient unsubscribes from the newsletter in Clinicminds.
- Patient Visited — Triggers when a record is closed, or an appointment is marked as ‘occurred’.
- Prepayment Received — Triggers when a prepayment was paid by a patient.
- Prepayment Refunded — Triggers when a prepayment was successfully refunded to a patient.
- Product Sold — Triggers when a product is invoiced.
- Treatment Performed — Triggers when a treatment is invoiced.
Actions (3)
Things Salesflare can make it do
- Add Note to Patient — Adds a note to an existing patient.
- Create Patient — Creates a new patient.
- Find or Create Patient — Find or creates a patient.
Searches (2)
Look up existing records
- Find Appointments — Finds appointments of a patient.
- Find Patient — Finds a patient.
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