Aesthetix CRM + Docamatic Integration

You report on your campaign conversions and lead generation numbers, but the document generation pipeline lags behind so your reports are always out of date — this integration means every new form submission instantly triggers Docamatic PDFs and keeps your analytics accurate.

You need to act fast when a patient books an appointment, and you find out too late to prepare their intake forms — with this integration, appointment bookings automatically generate required documents instantly.

You answer to practice owners who want to see patient intake and document processing progress, but manual tracking leaves gaps — automating both apps means every document creation and patient update is logged seamlessly.

The volume of patient registration forms is too high for anyone to keep up by hand, leading to processing bottlenecks — connecting these apps means forms submitted in Aesthetix CRM automatically generate custom PDFs at scale.

You own the next step in patient onboarding and depend on someone upstream to hand over documents, but manual handoffs cause delays — with this integration, generated PDFs flow straight into CRM tasks for immediate follow-up.

You need a reliable history of all generated patient documents and keep finding gaps in manual record-keeping — this integration means every document creation is tied directly to the correct CRM contact history.