Aesthetix CRM + Notion Integration

Integrate Aesthetix CRM to Notion in one click, or tell Integrately AI how you want each lead handled. Capture patient enquiries, update your workspace database, alert your care coordinators, and trigger follow-ups automatically.

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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
  • Notion
    Data source item is updated in Notion
  • Notion
    Data source item is created in Notion
  • Notion
    Checklist item is completed in Notion
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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
  • Notion
    Create page in Notion
  • Notion
    Get page by ID in Notion
  • Notion
    Get comments by page ID in Notion
  • Notion
    Create data source item in Notion
  • Notion
    Archive data source item in Notion
  • Notion
    Search data source item by property in Notion
  • Notion
    Update data source item in Notion
  • Notion
    Get data source item by ID in Notion
  • Notion
    Search member in Notion
  • Notion
    Create comment in Notion

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Ready Workflows Ready Workflows for Aesthetix CRM + Notion Integration

Capture patient enquiries, organise records, keep workspace databases updated, alert your care team, and schedule follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Notion + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Notion database item

Automatically creating Aesthetix CRM contact records for new Notion database item entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Notion + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Notion database item

Automatically creating Aesthetix CRM contact records for new Notion database item entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
  • 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 + Notion flow

Streamline payments, marketing campaigns, client scheduling, accounting, team alerts, and calendar management right after your core pair runs. Pick a combination and activate it in one click.

Aesthetix CRM
Notion
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
S
N
A
Create a Notion data source item for every new Stripe charge, and log the contact in Aesthetix CRM.
Stripe payments instantly appear in your Notion database and update Aesthetix CRM, eliminating manual bookkeeping.
A
S
N
Create a Stripe customer for every Aesthetix CRM contact, and save the billing details in Notion.
New Aesthetix CRM contacts automatically generate Stripe customer profiles and Notion records without double entry.
S
A
N
If a Stripe payment fails, update the Aesthetix CRM contact stage and log an alert in Notion.
Failed Stripe payments update Aesthetix CRM stages and log a review item in Notion for your billing team.
S
N
A
Use Claude to summarise Stripe invoice details, save the brief in Notion, and update Aesthetix CRM.
Claude generates payment summaries from Stripe charges, stores them in Notion, and updates Aesthetix CRM.

Supported triggers and actions for Aesthetix CRM and Notion

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
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Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
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Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
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Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
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Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
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Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
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Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
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Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
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Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
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Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
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Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
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Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
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Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
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Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
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Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
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Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
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Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
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Create contact in Aesthetix CRM
Adds a new contact to the database
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Search contact in Aesthetix CRM
Finds and retrieves contact information
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Update contact in Aesthetix CRM
Updates contact information with new details
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Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
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Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
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Create account in Aesthetix CRM
Generates a new account
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Create user in Aesthetix CRM
Generates a new user account
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Create opportunity in Aesthetix CRM
Creates a new instance of the support system
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Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
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Search opportunity in Aesthetix CRM
Searches for a opportunity
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Create task in Aesthetix CRM
Creates a new task
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Create note in Aesthetix CRM
Creates a new note in the particular format
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Notion
Notion Triggers & Actions
Data source item is updated in Notion
Triggers the automation when an item is modified
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Data source item is created in Notion
Triggers the automation when a new item is created
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Checklist item is completed in Notion
Triggers the automation when a checklist item is completed
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Create page in Notion
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Get page by ID in Notion
Retrieves a page by its id
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Get comments by page ID in Notion
Retrieves comments associated with a specific page ID
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Create data source item in Notion
Adds a new item to the data source
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Archive data source item in Notion
Store an item for future reference
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Search data source item by property in Notion
Searches for an item based on property
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Update data source item in Notion
Updates a item with new information
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Get data source item by ID in Notion
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Search member in Notion
Searches for a member with
Try it →
Create comment in Notion
Adds a new comment to a Page.
Try it →

What can you automate with Aesthetix CRM + Notion?

Streamline patient lead management, clinical scheduling, and internal operations documentation effortlessly.

What you can automate?
📝
Create Notion pages from Aesthetix CRM form submissions
Every time a patient submits a consultation request in Aesthetix CRM, a new data source item is created in your Notion workspace automatically. Eliminate manual copy-pasting between platforms and ensure zero leads are missed.
📋
Capture every submitted patient enquiry field
Map detailed consultation answers and treatment preferences into separate Notion properties instead of just basic names. Your workspace database becomes a comprehensive resource for clinical review.
🔔
Alert your care team instantly when leads arrive
Trigger immediate notifications in your communication channels the moment an appointment is booked or a lead status changes. Ensure your patient coordinators can follow up while interest is high.
🔀
Route records based on submitted treatment interest
Send aesthetic surgical enquiries to your surgical coordinator's database while routing skincare inquiries to your esthetician team. Condition-based routing ensures every lead reaches the right specialist.
🔄
Keep Notion workspace databases up to date
When a contact or opportunity stage changes in Aesthetix CRM, automatically update the matching Notion data source item. Your workspace always reflects the current status of every patient pipeline.
🔍
Search and update instead of creating duplicates
Check whether a patient record already exists in Notion before creating a new page, updating existing entries with the latest contact details and appointment dates to maintain a clean database.
📅
Handle later appointment status changes automatically
When an appointment is cancelled, rescheduled, or marked completed in Aesthetix CRM, instantly reflect those updates in your Notion tracking tables to keep room schedules accurate.
💬
Extend your workflow with team communication tools
Connect Slack alongside your core pair to announce new patient bookings or payment completions in dedicated team channels, keeping staff aligned across all operations.
And much more...

Who is Aesthetix CRM + Notion integration for?

Medical spa practice managers, patient coordinators, and aesthetic nurse schedulers eliminate manual data entry and keep clinical records instantly updated.

Practice managers
Practice managers
Patient coordinators
Patient coordinators
Clinic directors
Clinic directors
Front desk receptionists
Front desk receptionists
Aesthetic nurse schedulers
Aesthetic nurse schedulers
Compliance officers
Compliance officers
📈
Practice managers
You review patient acquisition reports and revenue metrics every week, but your workspace database only updates when someone manually exports records, so your conversion numbers are always stale — automating both apps means every new lead lands in Notion instantly and your data stays current.
Patient coordinators
You need to act fast when a prospective client submits a consultation request, and you find out too late because leads sit unassigned in your CRM inbox — connecting these apps means every form submission generates a Notion record instantly so you can respond within minutes.
📊
Clinic directors
You answer to external investors and medical board partners who want to see daily operational progress, but assembling manual status reports takes hours — this integration means all patient bookings and task updates flow directly into your shared dashboards without manual effort.
🔄
Front desk receptionists
The volume of daily consultation bookings is too high for anyone to keep up with by hand across multiple browser tabs, leading to missed entries and scheduling conflicts — automating both apps means every booking is logged and organized in Notion the moment it occurs.
👩‍⚕️
Aesthetic nurse schedulers
You own the clinical preparation stage and depend on patient coordinators to hand over consultation notes before procedure day, but details frequently get misplaced — integrating these apps means patient requirements flow seamlessly into your clinical preparation workspace.
🗂️
Compliance officers
You need a reliable history of all patient interactions and treatment records, but keep finding gaps caused by manual transcription errors — with this integration, every activity and status change is logged accurately in your central workspace database.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Aesthetix CRM + Notion

Build and manage your Aesthetix CRM + Notion 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 + Notion 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Aesthetix CRM to Notion?
Frequently Asked Questions
You can connect Aesthetix CRM to Notion in 1 click using ready templates on Integrately, or ask Integrately AI to build custom multi-step workflows with apps like Slack, Google Calendar, and Stripe.
Can I automatically create Notion database items from Aesthetix CRM form submissions?
Frequently Asked Questions
Can I connect Aesthetix CRM, Notion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Notion?
Frequently Asked Questions
How are Aesthetix CRM form submissions handled in Notion?
Frequently Asked Questions
Can I update Notion database items when Aesthetix CRM pipeline stages change?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Notion?
Frequently Asked Questions
Is the Aesthetix CRM and Notion integration free?
Frequently Asked Questions
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You Can Also Connect Aesthetix CRM or Notion With 1500+ Other Apps

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