Aesthetix CRM + Podio Integration

Connect Aesthetix CRM to Podio - 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. Make use of Podio automations to improve team communication and gain real-time visibility into project progress. Get the best of both with Integrately’s Aesthetix CRM + Podio integration.

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Ready Workflows For Aesthetix CRM + Podio Integration

Just click on the workflow you want to automate

Create Podio 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. Podio is a great tool for this.

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

Activate

1of1

Create Your Own Aesthetix CRM & Podio 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
Item is created in Podio
Triggers the automation whenever a new item is created
Task is created in Podio
Triggers the automation whenever a new task is created
Application is created in Podio
Triggers the automation whenever a new application is created
View is created in Podio
Triggers the automation whenever a new view is created
Organization is created in Podio
Triggers the automation whenever a new organization is created
Workspace is created in Podio
Triggers the automation whenever a new workspace 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
Create task in Podio
Automatically creates a new task
Create status in Podio
Automatically generates a new status update
Update status in Podio
Automatically updates the status of a particular object with latest information
Update task in Podio
Automatically updates the task with new information or changes
Search item in Podio
Automatically locate and retrieve particular item information
Update item in Podio
Automatically updates an item with new information
Create item in Podio
Automatically generates a new item
Get item details by id in Podio
Automatically retrieves item details using its ID

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 & Podio In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or Podio 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

Podio is the easiest way to work with and share information, files and team tasks. Cntralize all your project data in one place, connect to everyone in your organization, see exactly who's doing what and get more done faster.

See Podio Integrations