Aesthetix CRM + Pipefy Integration

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Create Your Own Aesthetix CRM & Pipefy 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
Card is created in Pipefy
Triggers the automation whenever a card is archived
Instant
Card is moved in Pipefy
Triggers the automation whenever a card is moved in the workflow
Instant
Card field is updated in Pipefy
Triggers the automation whenever a card field is updated
Instant
Card is completed in Pipefy
Triggers the automation whenever a card is marked as completed
Instant
Card gets late in Pipefy
Triggers the automation whenever a card gets late
Instant
Card is expired in Pipefy
Triggers the automation whenever a card expires
Instant
Card becomes overdue in Pipefy
Triggers the automation whenever a card is past its due date
Instant

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
Update card field in Pipefy
Automatically updates fields on a card with new information
Create card in Pipefy
Automatically generates a new card for a task
Search card in Pipefy
Automatically searches for a card

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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Pipefy 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

Pipefy allows businesses to run their workflows, processes and operations in one place. Get an overview of all your business's workflows from a single dashboard and have everything connected in real-time.

See Pipefy Integrations