Create a new contact in Ring Central for new AR patients (including extensions)
Speed up your follow-up process by automatically adding new patients from Aesthetic Record to Ring Central.
Sync AR invoices with QuickBooks Online
Take control of your accounting directly in Quickbooks, creating a new invoice every time one is generated in Aesthetic Record.
New invoice in AR creates a contact in LeadConnector and tags it
Keep the stage and information of your clients updated in any CRM by sending each invoice generated in AR to LeadConnector and tagging it.
Keep AR clients list with SendGrid or Mailchimp for marketing
Optimize your marketing strategies by adding each new AR client to one or more lists in SendGrid.
Sync AR patients list with your CRM
Keep all the information of your clients updated in HubSpot, Salesforce or any CRM by creating a new contact when a new patient is generated in Aesthetic Record.
How one association piloted Actionstep automation services for law firms—5 templates, group training, and optional 1:1 support—to roll out to 125 member firms.
Property management automation works best with a database-first lead tracker and Make automations for intake, stage updates, dedupe, and daily reporting. Get the blueprint.
