Aesthetix CRM + PostGrid Print and Mail Integration

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1. Select when the automation is executed
2. Select what action you want to automate
Create Custom Workflow
Aesthetix CRM + PostGrid Print and Mail Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM

    Triggers the automation when a new task is added

    Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM

    Triggers the automation when a birthday reminder notification is sent

    Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM

    Triggers the automation when a custom date reminder is received

    Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM

    Triggers the automation when a pipeline stage is changed

    Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM

    Triggers the automation when call details are modified

    Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM

    Triggers the automation when a customer books an appointment

    Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM

    Triggers the automation when a customer replies to a message

    Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM

    Triggers the automation when any opportunity becomes inactive

    Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM

    Triggers the automation when a task reminder is received

    Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM

    Triggers the automation when a link is clicked

    Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM

    Triggers the automation when the status of any opportunity changes

    Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM

    Triggers the automation when a new note is created

    Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM

    Triggers the automation when a new order is received

    Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM

    Triggers the automation when a form is filled

    Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM

    Triggers the automation when a survey response is submitted

    Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM

    Triggers the automation when a contact tag is updated

    Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM

    Triggers the automation when a new appointment is created

    Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM

    Triggers the automation when any email event occurs

    Instant
  • PostGrid Print and Mail
    Letter is created in PostGrid Print and Mail

    Triggers the automation when a new letter is created

    Instant
  • PostGrid Print and Mail
    Letter is updated in PostGrid Print and Mail

    Triggers the automation when an existing letter is updated

    Instant
  • PostGrid Print and Mail
    Postcard is created in PostGrid Print and Mail

    Triggers the automation when a new postcard is created

    Instant
  • PostGrid Print and Mail
    Postcard is updated in PostGrid Print and Mail

    Triggers the automation when an existing postcard is updated

    Instant
  • PostGrid Print and Mail
    Cheque is created in PostGrid Print and Mail

    Triggers the automation when a new cheque is created

    Instant
  • PostGrid Print and Mail
    Cheque is updated in PostGrid Print and Mail

    Triggers the automation when a new cheque is updated

    Instant
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM

    Adds a new contact to the database

  • Aesthetix CRM
    Search contact in Aesthetix CRM

    Finds and retrieves contact information

  • Aesthetix CRM
    Update contact in Aesthetix CRM

    Updates contact information with new details

  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM

    Adds a new lead to a marketing campaign for targeted outreach

  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM

    Stop all active campaigns targeting lead generation

  • Aesthetix CRM
    Create account in Aesthetix CRM

    Generates a new account

  • Aesthetix CRM
    Create user in Aesthetix CRM

    Generates a new user account

  • Aesthetix CRM
    Create opportunity in Aesthetix CRM

    Creates a new instance of the support system

  • Aesthetix CRM
    Update opportunity in Aesthetix CRM

    Updates the opportunity details as needed

  • Aesthetix CRM
    Search opportunity in Aesthetix CRM

    Searches for a opportunity

  • Aesthetix CRM
    Create task in Aesthetix CRM

    Creates a new task

  • Aesthetix CRM
    Create note in Aesthetix CRM

    Creates a new note in the particular format

  • PostGrid Print and Mail
    Create postcard in PostGrid Print and Mail

    Automatically creates a new postcard

  • PostGrid Print and Mail
    Create cheque in PostGrid Print and Mail

    Automatically creates a new cheque

  • PostGrid Print and Mail
    Create contact in PostGrid Print and Mail

    Automatically creates a new contact

  • PostGrid Print and Mail
    Create letter in PostGrid Print and Mail

    Automatically creates a new letter

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Want to automate something else in your workflow?

You Can Also Connect Aesthetix CRM or PostGrid Print and Mail With 1200+ Other Apps

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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
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PostGrid Print and Mail automates your printing and mailing processes, ensuring seamless delivery of your documents. Simplify bulk mailings with ease and efficiency using PostGrid's comprehensive solution.

See PostGrid Print and Mail Integrations

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