Aesthetix CRM + Katana Cloud Manufacturing Integration

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Aesthetix CRM + Katana Cloud Manufacturing Integration
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
  • Katana Cloud Manufacturing
    Sales order is marked as packed in Katana Cloud Manufacturing Instant
  • Katana Cloud Manufacturing
    Sales order is marked as delivered in Katana Cloud Manufacturing Instant
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • Katana Cloud Manufacturing
    Create Sales Order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Update sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Add product to existing sales order in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create variant in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create tax rate in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search Customer in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Create product in Katana Cloud Manufacturing
  • Katana Cloud Manufacturing
    Search product in Katana Cloud Manufacturing
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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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Katana enables you to see the complete picture of your business. Using data collected from your apps and services, it builds a comprehensive dashboard that gives you a live look at every aspect of your business.

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