Coda + Aesthetix CRM Integration

Connect Coda to Aesthetix CRM in 1 click

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Popular Coda + Aesthetix CRM Workflows

Create Aesthetix CRM contact for new Coda row

Automatically creating Aesthetix CRM contact records for new Coda row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

When Row is created in Coda > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Coda + Aesthetix CRM Integration

Activate

When Row is created in Coda > Check any condition > Create contact in Aesthetix CRM

Coda + Aesthetix CRM Integration

Activate

When Row is created in Coda > Search contact in Aesthetix CRM > Check any condition > (If found) > Create opportunity in Aesthetix CRM > (Else) > Create contact in Aesthetix CRM > Create opportunity in Aesthetix CRM

Coda + Aesthetix CRM Integration

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Create Automation

Row is created in Coda
Row is created or updated in Coda
Task is added in Aesthetix CRM Instant
Birthday reminder is sent in Aesthetix CRM Instant
Custom date reminder is received in Aesthetix CRM Instant
Pipeline stage is changed in Aesthetix CRM Instant
Call status is changed in Aesthetix CRM Instant
Customer booked an appointment in Aesthetix CRM Instant
Customer replies in Aesthetix CRM Instant
Opportunity is staled in Aesthetix CRM Instant
Task reminder is received in Aesthetix CRM Instant
Trigger link is clicked in Aesthetix CRM Instant
Opportunity status is changed in Aesthetix CRM Instant
Note is added in Aesthetix CRM Instant
Order form is submitted in Aesthetix CRM Instant
Form is submitted in Aesthetix CRM Instant
Survey is submitted in Aesthetix CRM Instant
Contact tag is changed in Aesthetix CRM Instant
Appointment is created in Aesthetix CRM Instant
Email event occurs in Aesthetix CRM Instant

Create row in Coda
Upsert row in Coda
Update row in Coda
Copy doc in Coda
Create contact in Aesthetix CRM
Search contact in Aesthetix CRM
Update contact in Aesthetix CRM
Add lead to campaign in Aesthetix CRM
Stop all campaigns for lead in Aesthetix CRM
Create account in Aesthetix CRM
Create user in Aesthetix CRM
Create opportunity in Aesthetix CRM
Update opportunity in Aesthetix CRM
Search opportunity in Aesthetix CRM
Create task in Aesthetix CRM
Create note in Aesthetix CRM

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Integrate Coda & Aesthetix CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Coda & Aesthetix CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Coda & Aesthetix CRM With 1100+ Other Apps

Coda blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas. It enables you to work faster and smarter, get organized, and focus on what matters.

See Coda Integrations

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.

See Aesthetix CRM Integrations