Aesthetix CRM + Plutio Integration

Connect Aesthetix CRM to Plutio in 1 click

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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
  • Plutio
    Project is created in Plutio Instant
  • Plutio
    Project is updated in Plutio Instant
  • Plutio
    Task is created in Plutio Instant
  • Plutio
    Task is updated in Plutio Instant
  • Plutio
    Invoice is created in Plutio Instant
  • Plutio
    Invoice is updated in Plutio Instant
  • Plutio
    Person is created in Plutio Instant
  • Plutio
    Form is submitted in Plutio Instant
  • Plutio
    Catch all events in Plutio Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio Instant
  • Plutio
    Form is created in Plutio Instant
  • Plutio
    Contract is created in Plutio Instant
  • Plutio
    Contract is updated in Plutio Instant
  • Plutio
    Company is created in Plutio Instant
  • Plutio
    Company is updated in Plutio Instant
  • Plutio
    Task board is created in Plutio Instant
  • Plutio
    Task group is created in Plutio Instant
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2.

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Ready Workflows Ready Workflows   for Aesthetix CRM + Plutio Integration

Just click on the workflow you want to automate

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

Create Plutio task 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. Plutio is a great tool for this.

All you need to do is - integrate Plutio with Aesthetix CRM to create task in Plutio automatically when certain task occur in Aesthetix CRM. This can save you time by not having to manually create tasks in both systems.
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Plutio + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Aesthetix CRM account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Aesthetix CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Aesthetix CRM.
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Plutio + Aesthetix CRM Integration

Create Aesthetix CRM opportunity for new Plutio proposal

With this integration, whenever a proposal is created in Plutio, it can be automatically create an opportunity in Aesthetix CRM. This saves time and ensures that your proposal and opportunity are always in sync.

Having your proposal and opportunity data in the same system makes it easy to track the progress of your sales pipeline and make decisions about where to focus your efforts. With seamless integration between Plutio and Aesthetix CRM, you'll be able to work smarter, not harder.
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Plutio + Aesthetix CRM Integration

Create Aesthetix CRM task for new Plutio proposal

With this Aesthetix CRM and Plutio integration, it is easier than ever to create proposal. Now, when you create a proposal in Plutio, a corresponding task will be created in Aesthetix CRM.

This makes it easy for you to keep track of your proposal and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!
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Automations

Top 10 Most Popular Aesthetix CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Google Sheets logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new Google Sheets row
Activate
Aesthetix CRM logo
Google Calendar logo
Create Google Calendar event for new Aesthetix CRM task
Activate
Aesthetix CRM logo
ClickSend SMS logo
Send ClickSend SMS message for new Aesthetix CRM task
Aesthetix CRM logo
Twilio logo
Send Twilio sms for new Aesthetix CRM task
Aesthetix CRM logo
SendGrid logo
Send SendGrid email for new Aesthetix CRM task
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row
Aesthetix CRM logo
Nudgify logo
Send Nudgify notification for new Aesthetix CRM task
Aesthetix CRM logo
WaTrend logo
Send WaTrend message for new Aesthetix CRM task
Aesthetix CRM logo
Vybit Notifications logo
Send Vybit Notifications vybit for new Aesthetix CRM task
PostgreSQL logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new PostgreSQL row
SeaTable logo
Aesthetix CRM logo
Create Aesthetix CRM contact for new SeaTable row

Top 10 Most Popular Plutio Automations from
Integrately Community

Most popularmost-popular-automations
01
Clockify logo
Plutio logo
Create Plutio task for new Clockify task
02
CompanyHub logo
Plutio logo
Create Plutio task for new CompanyHub contact
03
Plutio logo
Slack logo
Send Slack message for new Plutio task
04
Elementor Forms logo
Plutio logo
Create Plutio task for new Elementor Forms form submission
05
Microsoft To-Do logo
Plutio logo
Create Plutio task for new Microsoft To-Do task
cloud
Plutio
app integration
06
Plutio logo
Telegram logo
Send Telegram message for new Plutio task
07
Google Tasks logo
Plutio logo
Create Plutio task for new Google Tasks task
08
Plutio logo
WhatsApp logo
Send WhatsApp message for new Plutio task
09
involve.me logo
Plutio logo
Create Plutio task for new involve.me participant
10
Userback logo
Plutio logo
Create Plutio task for new Userback feedback
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
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Want to automate something else in your workflow?

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Aesthetix CRM
Aesthetix CRM
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.
Plutio
Plutio
Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!