Aesthetix CRM + Alegra Integration

Connect Aesthetix CRM to Alegra in 1 click

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1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM Instant
  • Alegra
    Invoice is created in Alegra
  • Alegra
    Item is created in Alegra
  • Alegra
    Contact is created in Alegra
  • Alegra
    Estimate is created in Alegra
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Ready Workflows Ready Workflows   for Aesthetix CRM + Alegra Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Alegra + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Alegra contact

If you are using Alegra, then you may want to also use Aesthetix CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Aesthetix CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Alegra + Aesthetix CRM Integration

Create Aesthetix CRM task for new Alegra invoice

If you use Alegra to manage your invoice, you can also use Aesthetix CRM to create and manage task associated with those invoice. Creating a task in Aesthetix CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Alegra + Aesthetix CRM Integration

Create Aesthetix CRM task for new Alegra order

If you use Alegra as your bookkeeping software, there's an easy way to create task in Aesthetix CRM. With the help of this automation, whenever you create a new order in Alegra, a task will automatically be created in Aesthetix CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Alegra + Aesthetix CRM Integration

Create Aesthetix CRM task for new Alegra contact

With the growth of Alegra, many companies are looking for ways to connect their Alegra account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Aesthetix CRM every time a contact is created in Alegra.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Automations

Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row

Top 10 Most Popular Alegra Automations from
Integrately Community

Most popularmost-popular-automations
01
Alegra logo
PerfexCRM logo
Create PerfexCRM customer from new Alegra invoice
02
WooCommerce logo
Alegra logo
Create Alegra contact for new WooCommerce customer
03
Alegra logo
Google Calendar logo
Create Google Calendar event for new Alegra order
04
Chatbot logo
Alegra logo
Create Alegra contact for new Chatbot response
05
Alegra logo
WooCommerce logo
Create WooCommerce customer for new Alegra contact
cloud
Alegra
app integration
06
Gift Up!  logo
Alegra logo
Create Alegra invoice for new Gift Up! order
07
Convertu logo
Alegra logo
Create Alegra invoice for new Convertu order
08
Zoho Inventory logo
Alegra logo
Create Alegra invoice for new Zoho Inventory order
09
Peak Funnels logo
Alegra logo
Create Alegra invoice for new Peak Funnels order
10
DNA Super Systems logo
Alegra logo
Create Alegra invoice for new DNA Super Systems order
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Aesthetix CRM
Aesthetix CRM
Aesthetix is an all-in-one CRM & Marketing Automation Platform for plastic surgery and medical spa that helps manage activities like patient relationships management, lead generation, appointment scheduling, inventory, and staff attendance tracking.
Alegra
Alegra
Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.