Aesthetix CRM + DocuWare Integration

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Create Your Own Aesthetix CRM & DocuWare Integration Without Any Code

Create Custom Workflow

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
Document is added in DocuWare Instant

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
Import to document tray in DocuWare
Get file cabinets in DocuWare
Replace a file in DocuWare
Download a file in DocuWare
Delete a file in DocuWare
Append a file in DocuWare
Transfer document in DocuWare
Update document index fields in DocuWare
Download document in DocuWare
Delete document in DocuWare
Get dialogs in DocuWare
Get document information in DocuWare
Get stamps in DocuWare
Place a stamp in DocuWare
Search document in DocuWare
Store in file cabinet in DocuWare

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You Can Also Connect Aesthetix CRM or DocuWare With 1200+ Other Apps

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

DocuWare is a doc management and workflow automation tool that helps digitize, secure, and automate document handling. Its features, like automated invoice processing and secure archiving, empower your remote teams and enhance operational efficiency.

See DocuWare Integrations