Smileline and Salesflare

How to connect Smileline

When new Appointment in Smileline, create meeting, then create call in Salesflare.
When new Lead in Smileline, find or create contact in Salesflare.
When new Patient in Smileline, find or create contact in Salesflare.
When new Task in Smileline, create task in Salesflare.
When updated Patient in Smileline, find or create contact in Salesflare.
When new Task in Salesflare, create Task in Smileline.

Smileline is a dental CRM for managing patient enquiries, appointments, communications, tasks, reviews, payments, and treatment journeys.

Start a workflow when this happens

Appointment Status Changed — Triggers when an appointment is confirmed, cancelled, attended or marked as a no-show.
Enquiry Lost — Triggers when an enquiry is closed as lost, with the reason the team recorded.
Enquiry Stage Changed — Triggers when an enquiry moves to a different stage of a pipeline.
Enquiry Won — Triggers when an enquiry is marked as won — the patient has accepted treatment.
New Appointment — Triggers when an appointment is booked in Smileline.

Show 5 more triggers

New Inbound Message — Triggers when a patient sends a message to the practice by SMS, WhatsApp, email or web chat.
New Lead — Triggers when a new enquiry is created in Smileline, whoever created it — a form, a phone call, an import or a member of the team.
New Patient — Triggers when a patient record is created in Smileline.
New Task — Triggers when a task is created in Smileline, including the follow-ups automations create.
Updated Patient — Triggers when a patient record is changed. The event lists which fields changed.

Things Salesflare can make it do

Add Note to Patient — Adds a note to a patient's timeline, where the whole team can see it.
Create Lead — Creates a new enquiry in Smileline, matching it to an existing patient when the contact details already exist.
Create Patient — Creates a patient record. Use Find Patient first if you might already have them.
Create Task — Creates a task on the practice worklist, optionally linked to a patient or enquiry.
Find or Create Patient — Finds a patient, creating one if none matches.

Show 1 more actions

Update Patient — Updates a patient record. Fields you leave blank are left untouched.

Look up existing records

Find Enquiry — Finds a patient's most recent enquiry, by patient ID or by searching for the patient.
Find Patient — Finds a patient by name, email address, phone number or postcode.

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