Aesthetix CRM + Kanban Tool Integration

Connect Aesthetix CRM to Kanban Tool in 1 click

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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
Task is created in Kanban Tool
Task is moved in Kanban Tool
Task is updated in Kanban Tool
Task is archived in Kanban Tool
Checklist item is created in Kanban Tool
Board is created in Kanban Tool
Swimlane is created in Kanban Tool
Card type is created in Kanban Tool
Workflow stage is created in Kanban Tool
Comment is created in Kanban Tool
Activity is created on board in Kanban Tool

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Ready Workflows for Aesthetix CRM + Kanban Tool Integration

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Create Aesthetix CRM task for new Kanban Tool checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Aesthetix CRM? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in Aesthetix CRM for each step.

This automation will help you stay organized and make sure that no steps are forgotten.

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Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

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Create Aesthetix CRM contact for new Google Sheets row

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Create Google Calendar event for new Aesthetix CRM task

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Send ClickSend SMS message for new Aesthetix CRM task

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Send Twilio sms for new Aesthetix CRM task

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Send SendGrid email for new Aesthetix CRM task

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Create Aesthetix CRM contact for new Google Sheets row

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Create Google Calendar event for new Aesthetix CRM task

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Send ClickSend SMS message for new Aesthetix CRM task

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Send Twilio sms for new Aesthetix CRM task

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Send SendGrid email for new Aesthetix CRM task

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Send Nudgify notification for new Aesthetix CRM task

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Send WaTrend message for new Aesthetix CRM task

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Send Vybit Notifications vybit for new Aesthetix CRM task

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Create Aesthetix CRM contact for new PostgreSQL row

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Create Aesthetix CRM contact for new SeaTable row

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Send Nudgify notification for new Aesthetix CRM task

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Send WaTrend message for new Aesthetix CRM task

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Send Vybit Notifications vybit for new Aesthetix CRM task

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Create Aesthetix CRM contact for new PostgreSQL row

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Create Aesthetix CRM contact for new SeaTable row

Activate

Top 10 Most Popular Kanban Tool Automations from
Integrately Community

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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Kanban Tool With 1400+ Other Apps

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.

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Kanban Tool

Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.

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