Aesthetix CRM + Monday.com Integration

Integrate Aesthetix CRM to Monday.com in one click, or tell Integrately AI how you want each appointment handled. Schedule patient bookings, create Monday items, update pipelines, and alert your team automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
Arrow Right
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
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Aesthetix CRM + Monday.com Integration

Track patient bookings, create Monday items, update pipelines, notify your team, and manage patient workflows, all in just one click.

Most popular automationsmost-popular-automations
Aesthetix CRM + Monday.com Integration

Create Monday.com item for new Aesthetix CRM task

Aesthetix CRM provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Aesthetix CRM. Monday.com is a great tool for this.

All you need to do is - integrate Monday.com with Aesthetix CRM to create item in Monday.com automatically when certain task occur in Aesthetix CRM. This can save you time by not having to manually create tasks in both systems.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Aesthetix CRM + Monday.com flow

Sync your patient CRM and project boards with billing, marketing, and scheduling tools to run your medical practice smoothly. Pick a combination and activate it in one click.

Aesthetix CRM
Monday.com
+
ShopifyShopify (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
S
A
M
Add every new Shopify customer to Aesthetix CRM, and create a tracking item in Monday.com
New Shopify customers instantly create a contact in Aesthetix CRM and a matching item in Monday.com, keeping your records synchronised.
A
S
M
When an order form is submitted in Aesthetix CRM, create a customer in Shopify and create an item in Monday.com
Patient order submissions automatically create a Shopify customer profile and a project item in Monday.com without manual data entry.
M
S
A
When an item is created in board in Monday.com, create a customer in Shopify and update a contact in Aesthetix CRM
New board items automatically generate Shopify customer records and update matching contacts in Aesthetix CRM.

Supported triggers and actions for Aesthetix CRM and Monday.com

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
Try it →
Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
Try it →
Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
Try it →
Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
Try it →
Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
Try it →
Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
Try it →
Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
Try it →
Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
Try it →
Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
Try it →
Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
Try it →
Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
Try it →
Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
Try it →
Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
Try it →
Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
Try it →
Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
Try it →
Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
Try it →
Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
Try it →
Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
Try it →
Create contact in Aesthetix CRM
Adds a new contact to the database
Try it →
Search contact in Aesthetix CRM
Finds and retrieves contact information
Try it →
Update contact in Aesthetix CRM
Updates contact information with new details
Try it →
Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
Try it →
Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
Try it →
Create account in Aesthetix CRM
Generates a new account
Try it →
Create user in Aesthetix CRM
Generates a new user account
Try it →
Create opportunity in Aesthetix CRM
Creates a new instance of the support system
Try it →
Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
Try it →
Search opportunity in Aesthetix CRM
Searches for a opportunity
Try it →
Create task in Aesthetix CRM
Creates a new task
Try it →
Create note in Aesthetix CRM
Creates a new note in the particular format
Try it →
Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it →
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it →
Update is created in Monday.com
Triggers the automation when an update is created
Try it →
Board is created in Monday.com
Triggers the automation when a new board is created
Try it →
User joins in Monday.com
Triggers the automation when a new user joins the platform
Try it →
Get subitem by id in Monday.com
Try it →
Move item to group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Update group in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Create item in Monday.com
Generates a new item
Try it →
Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
Try it →
Get item details by id in Monday.com
Retrieves detailed information of a item using its id
Try it →
Create subitem in Monday.com
Creates a new subitem
Try it →
Archive item in Monday.com
Store an item for future reference
Try it →
Delete item in Monday.com
Removes the selected item
Try it →
Create update in Monday.com
Creates a new update
Try it →
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
Try it →
Create group in Monday.com
Creates a new group based on particular criteria
Try it →
Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
Try it →
Add user to board in Monday.com
Adds a user to a board
Try it →
Add user to workspace in Monday.com
Adds a user to the particular workspace
Try it →
Create tag in Monday.com
Generates a new tag
Try it →
Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
Try it →
Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
Try it →
Update subitem in Monday.com
Automatically updates an existing subitem
Try it →

What can you automate with Aesthetix CRM + Monday.com?

Synchronize patient appointments, track lead pipelines, and automate operational workflows between Aesthetix CRM and Monday.com in minutes.

What you can automate?
🩺
Create project items from new patient appointments
Automatically generate a new Monday.com item whenever a patient books an appointment in Aesthetix CRM, keeping your clinical team instantly informed.
📝
Capture all custom form and survey details
Map detailed medical history form submissions and survey responses directly into your project board columns instead of just basic contact info.
🔔
Notify staff immediately upon pipeline changes
Trigger instant board updates and team notifications the moment a lead moves to a new pipeline stage or updates their call status.
🔀
Route tasks based on submitted form criteria
Send consultation requests to different project groups or assign specific tasks depending on the service selected in the order form.
🔄
Keep board items updated as CRM records change
Automatically update existing Monday.com items whenever contact details, opportunity statuses, or notes are modified in Aesthetix CRM.
🔍
Search and update records to prevent duplicates
Search existing contacts and opportunities before creating new items, ensuring your boards remain clean and free of redundant entries.
💳
Manage tasks upon order or task completion
Automatically archive or move items across groups in Monday.com when tasks are completed or opportunity statuses close in Aesthetix CRM.
💬
Extend your patient workflows to Slack and beyond
Trigger team alerts in Slack or sync customer invoices in QuickBooks Online the moment a new opportunity is updated in your CRM and boards.
And much more...

Who is Aesthetix CRM + Monday.com integration for?

Plastic surgery clinics and medical spas use this integration to streamline patient management, track appointments, and keep clinical project teams fully aligned.

Medical spa marketers
Medical spa marketers
Clinic receptionists
Clinic receptionists
Practice managers
Practice managers
Patient coordinators
Patient coordinators
Clinical staff
Clinical staff
Compliance officers
Compliance officers
📈
Medical spa marketers
You're running patient acquisition campaigns but your tracking sheet only updates when someone manually exports lead data, so the conversion counts you review are always hours behind — with this integration, every new lead lands in your board instantly and your data stays current.
⚡
Clinic receptionists
You need to respond immediately when patients book consultations, but notifications get buried in crowded inboxes so follow-ups happen hours too late — this integration means every new appointment creates an instant task on your board so your front desk never misses a lead.
📊
Practice managers
You report on clinic growth and operational milestones to stakeholders, but piecing together CRM stats and board statuses takes hours of manual collation every week — with this integration, every pipeline stage change updates your project boards automatically.
🏥
Patient coordinators
You handle hundreds of consultation requests weekly, making it impossible to manually log every inquiry into your project tracker without missing key details — automating both apps means every form submission is logged and routed instantly.
👥
Clinical staff
You depend on the front desk to hand over patient notes and schedule updates before preparing treatment rooms, leading to constant delays when information stalls — this integration means task updates in your CRM instantly populate your team's workflow boards.
📋
Compliance officers
You need an audit-ready record of patient touchpoints and operational tasks, but manual record-keeping leaves missing entries across your systems — with this integration, every interaction in your CRM creates a permanent, searchable history on your boards.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aesthetix CRM + Monday.com

Build and manage your Aesthetix CRM + Monday.com automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + Monday.com with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Aesthetix CRM + Monday.com Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Aesthetix CRM + Monday.com Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Aesthetix CRM to Monday.com?
Frequently Asked Questions
You can connect Aesthetix CRM to Monday.com in just one click using Integrately. Choose from 20 million+ ready templates or use Integrately AI to set up your workflows instantly with Shopify, Slack, and Stripe.
Can I automatically create Monday.com items when an appointment is booked in Aesthetix CRM?
Frequently Asked Questions
Can I connect Aesthetix CRM, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Monday.com?
Frequently Asked Questions
How does Aesthetix CRM handle contact and opportunity updates in this integration?
Frequently Asked Questions
Can Monday.com board updates trigger actions in Aesthetix CRM?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Monday.com?
Frequently Asked Questions
Is the Aesthetix CRM and Monday.com integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Monday.com With 1500+ Other Apps

Aesthetix CRM
Popular Aesthetix CRM Integrations
Connect Aesthetix CRM to email marketing, SMS platforms, and billing tools to manage patient communications and streamline practice revenue.
See All
Aesthetix CRM Integrations arrow right
No popular apps found
Monday.com
Popular Monday.com Integrations
Sync Monday.com with time tracking, document storage, and reporting tools to keep project collaboration running smoothly across teams.
See All
Monday.com Integrations arrow right
No popular apps found