Aesthetix CRM + OneDrive Integration

Connect Aesthetix CRM to OneDrive - Automate your workflows in 1-click

Make use of Aesthetix CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. OneDrive automations help you automate file uploads and downloads, trigger workflows based on file activity, and centralize document management. Skip the manual back and forth! Easily automate the flow of data between Aesthetix CRM & OneDrive using Integrately.

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Ready Workflows For Aesthetix CRM + OneDrive Integration

Just click on the workflow you want to automate

Create Aesthetix CRM task for new OneDrive file

OneDrive + Aesthetix CRM Integration

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Create Your Own Aesthetix CRM & OneDrive Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Task is added in Aesthetix CRM
Triggers the automation whenever a new task is added
Instant
Birthday reminder is sent in Aesthetix CRM
Sends a birthday reminder notification to the particular recipient
Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation whenever a custom date reminder is received
Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation whenever a pipeline stage is changed
Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation whenever a customer books an appointment
Instant
Customer replies in Aesthetix CRM
Triggers the automation whenever a customer replies to a message
Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation whenever any opportunity becomes inactive
Instant
Task reminder is received in Aesthetix CRM
Triggers the automation whenever a task reminder is received
Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation whenever a link is clicked
Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation whenever the status of any opportunity changes
Instant
Note is added in Aesthetix CRM
Triggers the automation whenever a new note is created
Instant
Order form is submitted in Aesthetix CRM
Triggers the automation whenever a new order is received
Instant
Form is submitted in Aesthetix CRM
Triggers the automation whenever a form is filled
Instant
Survey is submitted in Aesthetix CRM
Triggers the automation whenever a survey response is submitted
Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation whenever a contact tag is updated
Instant
Appointment is created in Aesthetix CRM
Triggers the automation whenever a new appointment is created
Instant
Email event occurs in Aesthetix CRM
Triggers the automation whenever any email event occurs
Instant
File is created in OneDrive
Triggers the automation whenever a particular action in the workflow fails
Folder is created in OneDrive
Triggers the automation whenever a new folder is created

Create contact in Aesthetix CRM
Automatically adds a new contact to the database
Search contact in Aesthetix CRM
Automatically finds and retrieves contact information
Update contact in Aesthetix CRM
Automatically updates contact information with new details
Add lead to campaign in Aesthetix CRM
Automatically adds a new lead to a marketing campaign for targeted outreach
Stop all campaigns for lead in Aesthetix CRM
Automatically stop all active campaigns targeting lead generation
Create account in Aesthetix CRM
Automatically generates a new account
Create user in Aesthetix CRM
Automatically generates a new user account
Create opportunity in Aesthetix CRM
Automatically creates a new instance of the support system
Update opportunity in Aesthetix CRM
Automatically updates the opportunity details as needed
Search opportunity in Aesthetix CRM
Automatically searches for a opportunity
Create task in Aesthetix CRM
Automatically creates a new task
Create note in Aesthetix CRM
Automatically creates a new note in the particular format
Convert file to PDF in OneDrive
Automatically convert any file format to a PDF document
Search folder by name in OneDrive
Automatically searches for a folder by its name
Upload File in OneDrive
Automatically uploads a file to the particular location
Create text file in OneDrive
Automatically generates a new text file with particular content
Search file by name in OneDrive
Automatically find files based on their names
Create Folder in OneDrive
Automatically creates a new folder in the designated location

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Aesthetix CRM & OneDrive In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or OneDrive 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

OneDrive is part of Office 365. It's a place to store your files so you can access them from any device - your phone, tablet or PC. You can also use it to collaborate with others and share ideas.

See OneDrive Integrations