Salesflare Salesflare Integrations

PawthosX and Salesflare

Business Intelligence pawthosx.vet ↗

How to connect PawthosX

What you can automate

  • When appointment Completed in PawthosX, create meeting, then create call in Salesflare.
  • When new Appointment in PawthosX, create meeting, then create call in Salesflare.
  • When new Client in PawthosX, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Estimate in PawthosX, create opportunity in Salesflare.
  • When new or Updated Lab Order in PawthosX, find or create contact in Salesflare.
  • When new or Updated Purchase Order in PawthosX, find or create contact in Salesflare.

About PawthosX

PawthosX is a AI-native operating system for Veterinary Clinics that streamlines appointments, records, workflows, and automations across the entire clinic.

PawthosX operations on Zapier

Triggers (28)

Start a workflow when this happens

  • Appointment Cancelled — Triggers when an appointment is cancelled.
  • Appointment Completed — Triggers when an appointment reaches Completed status.
  • Appointment Created or Updated — Triggers when an appointment is created or updated in PawthosX.
  • Appointment No-Show — Triggers when an appointment is marked no-show.
  • Critical Lab Order — Triggers for critical lab orders.
Show 23 more triggers
  • Fetch Team Members — Triggers a Search for an employee by name or email.
  • Fetch Time Entries — Triggers to fetch team member times between dates for export.
  • Find Daily Reconciliations — Triggered to pull batched daily payment totals for syncing to accounting software.
  • Inventory Lot Expiring — Triggers for inventory lots approaching expiration.
  • Inventory Low Stock — Triggers when an inventory item is below its reorder point.
  • Lab Pending Review — Triggers for lab orders awaiting review.
  • New Appointment — Triggers when a new appointment is scheduled.
  • New Client — Triggers when a new client is created.
  • New Estimate — Triggers when a new PawthosX estimate/invoice record is created. Useful for QuickBooks sales workflows.
  • New Patient — Triggers when a new patient is added.
  • New Payment — Triggers when a new payment is created in PawthosX One.
  • New or Updated Expense — Triggers when an expense is created or updated in PawthosX. Useful for QuickBooks expense synchronization.
  • New or Updated Lab Order — Triggers when a lab order is created or updated.
  • New or Updated PTO Request — Triggers when a PTO request is created or updated in PawthosX.
  • New or Updated Purchase Order — Triggers when a purchase order is created or updated in PawthosX.
  • New or Updated Recurring Expense — Triggers when a recurring expense is created or updated in PawthosX.
  • New or Updated Referral — Triggers when a referral is created or updated.
  • New or Updated Reminder — Triggers when a reminder is created or updated.
  • New or Updated Shift — Triggers when a staff shift is created or updated in PawthosX.
  • New or Updated Team Member — Triggers when a PawthosX team member is created or updated. Useful for employee syncs such as Gusto.
  • New or Updated Time Entry — Triggers when a PawthosX time entry is created or updated. Built for payroll/timekeeping syncs such as Gusto.
  • New or Updated Vendor — Triggers when a vendor is created or updated in PawthosX. Useful for QuickBooks vendor sync.
  • New or Updated Work Task — Triggers when a work task is created or updated.

Actions (58)

Things Salesflare can make it do

  • Add Client Warning — Add a warning to a client (creates the warning definition + assignment in one step)
  • Add Lab Note — Add a note to a lab order
  • Add Lab Result — Add a result to a lab order
  • Add Patient Warning — Add a warning to a patient (creates the warning definition + assignment in one step)
  • Add Purchase Order Item — Adds an inventory line item to a PawthosX purchase order.
Show 53 more actions
  • Add Work Task Note — Add a note to a work task
  • Approve or Deny PTO Request — Approves or denies a PawthosX PTO request.
  • Cancel Appointment — Cancel an appointment
  • Check in Appointment — Check in an appointment
  • Complete Appointment — Complete an appointment
  • Complete Work Task — Mark a work task as complete
  • Create Appointment — Create a new appointment with schedule item
  • Create Client — Create Client in PawthosX.
  • Create Estimate — Creates a PawthosX estimate/invoice record. Line items can be supplied as JSON.
  • Create Expense — Creates a manual PawthosX expense. Useful for QuickBooks-to-PawthosX expense synchronization.
  • Create Inventory Item — Create Inventory Item in PawthosX.
  • Create Inventory Lot — Create Inventory Lot in PawthosX.
  • Create Lab Order — Create a new lab order
  • Create PTO Request — Creates a PawthosX PTO request.
  • Create Patient — Create Patient in PawthosX.
  • Create Purchase Order — Creates a PawthosX purchase order.
  • Create Recurring Expense — Creates a recurring expense in PawthosX.
  • Create Referral — Create Referral in PawthosX.
  • Create Reminder — Create a new reminder
  • Create Shift — Creates a staff shift in PawthosX.
  • Create Time Entry — Creates a PawthosX time entry. Useful for two-way payroll/timekeeping syncs.
  • Create Vendor — Creates a vendor in PawthosX for accounting/procurement synchronization.
  • Create Work Task — Create a new work task
  • Invite Team Member — Invites a new PawthosX team member by email. Useful when employee onboarding begins in Gusto.
  • Mark Appointment No-Show — Mark appointment as no-show
  • Mark Patient Deceased — Mark Patient Deceased in PawthosX.
  • Receive Purchase Order — Receives items against a PawthosX purchase order. Use carefully: this changes inventory quantities.
  • Review Lab Order — Review a lab order (mark as reviewed with result status)
  • Send Referral Message — Send Referral Message in PawthosX.
  • Share Referral Records — Share patient records with the RDVM by generating a PDF export
  • Snooze Reminder — Snooze a reminder until a specific date/time
  • Start Appointment — Start an appointment (move to in-progress)
  • Toggle Reminder Active — Toggle the active status of a reminder
  • Update Appointment — Triggers update to an appointment's time, duration, or notes.
  • Update Client — Update Client in PawthosX.
  • Update Estimate — Updates a PawthosX estimate/invoice record. Line items can be supplied as JSON.
  • Update Expense — Updates a manual PawthosX expense.
  • Update Inventory Item — Update Inventory Item in PawthosX.
  • Update Inventory Lot — Update Inventory Lot in PawthosX.
  • Update Lab Order — Update a lab order
  • Update PTO Request — Updates a PawthosX PTO request.
  • Update Patient — Triggers update a pet's status (e.g., "Mark as Deceased" or "Update Weight") based on from other apps.
  • Update Purchase Order — Updates a PawthosX purchase order.
  • Update Recurring Expense — Updates a recurring PawthosX expense.
  • Update Referral — Update Referral in PawthosX.
  • Update Referral Status — Update Referral Status in PawthosX.
  • Update Reminder — Update an existing reminder
  • Update Shift — Updates a staff shift in PawthosX.
  • Update Team Member — Updates a PawthosX team member profile.
  • Update Time Entry — Updates a PawthosX time entry.
  • Update Vendor — Updates a PawthosX vendor.
  • Update Work Task — Update a work task
  • Update Work Task Status — Update work task status

Searches (48)

Look up existing records

  • Find Appointment — Finds an appointment by Patient Name, Client Name, or Reference ID.
  • Find Client — Get a paginated list of clients with optional search and sorting
  • Find Estimate — Finds a PawthosX estimate/invoice by ID.
  • Find Estimate Payment Summary — Gets payment totals and balance due for a PawthosX estimate/invoice.
  • Find Expense — Finds a PawthosX expense by ID.
Show 43 more searches
  • Find Inventory Item — Get a specific inventory item by ID with stock information
  • Find Lab Order — Get a specific lab order by ID
  • Find PTO Request — Finds a PawthosX PTO request by ID.
  • Find Patient — Get a paginated list of patients with optional filters
  • Find Payment — Finds a PawthosX payment by ID.
  • Find Purchase Order — Finds a PawthosX purchase order by ID.
  • Find Recurring Expense — Finds a PawthosX recurring expense by ID.
  • Find Referral — Get a specific referral by ID with full details
  • Find Reminder — Get a single reminder by ID
  • Find Shift — Finds a PawthosX shift by ID.
  • Find Team Member — Finds PawthosX team members by name or email. Useful for matching employees to Gusto.
  • Find Team Member by ID — Finds a PawthosX team member by ID.
  • Find Time Entry — Finds a PawthosX time entry by ID.
  • Find Vendor — Finds a PawthosX vendor by ID.
  • Find Work Task — Get a specific work task by ID
  • Get Accounting Settings — Gets non-sensitive PawthosX accounting and tax configuration for QuickBooks mapping.
  • Get Appointment Consent Events — Returns the consent audit trail for the treatment plan attached to this appointment. Returns an empty list when no plan exists. Used by the Chronicle and Schedule consent viewer modals.
  • Get Appointment Detail — Get a single appointment by ID with detailed information (vitals, forms, SOAP notes)
  • Get Appointment Discharge — Get discharge document for an appointment
  • Get Appointment Dispensed Items — Get all dispensed inventory items for an appointment
  • Get Appointment Labs — Get labs for a specific appointment
  • Get Daily Reconciliation — Gets the PawthosX payment reconciliation summary for one date.
  • Get Expense Summary — Gets PawthosX expense totals by category for a date range.
  • Get Inventory Location Breakdown — Get location breakdown for a specific inventory item (aggregated across all lots)
  • Get Inventory Lots — Get inventory lots for an item
  • Get Inventory Stock Summary — Get stock summary for all inventory items
  • Get Inventory Transactions — Get transaction history for an inventory item
  • Get Lab Notes — Get notes for a lab order
  • Get My Work Tasks — Get tasks assigned to the current user
  • Get Patient Activity — Get activity timeline for a patient from the event-driven PatientActivity table
  • Get Patient Labs — Get labs for a specific patient
  • Get Patient Medications — Get medication history for a patient including prescriptions and OTC dispenses
  • Get Patient Owner — Get the client (owner) for a patient
  • Get Patient SOAP Notes — Get all SOAP notes for a patient
  • Get Patient Unbilled Items — Get unbilled items for a patient (dispensed medications not yet on an invoice)
  • Get Patient Vitals Summary — Get vitals summary for a patient including latest measurements and vital types
  • Get Previous Travel Destination — Get the previous travel destination for a staff member on a given date. Used for chaining travel appointments (use last destination as next starting point).
  • Get RDVM Portal Users — Get all RDVM users (referring veterinarians) who have registered for portal access
  • Get Referral Documents — Get all documents for a referral
  • Get Referral Messages — Get messages for a specific referral
  • Get Referral Stats — Get referral statistics
  • Get Work Task Notes — Get notes for a work task
  • Get Work Task Stats — Get work task stats (counts by status)

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