Aesthetix CRM + Xero Integration

Connect Aesthetix CRM to Xero - 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. Set up Xero automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Combine the benefits of both with Integrately’s Aesthetix CRM + Xero integration.
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM contact for new Xero contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Xero - Aesthetix CRM integration, anytime a new Xero contact is created, an Aesthetix CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM opportunity from new Xero contact

Anytime a new contact is created in your Xero, a new opportunity will automatically be created in your Aesthetix CRM. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Xero - Aesthetix CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM task for new Xero payment

When you make a payment in Xero, be sure to create a task in Aesthetix CRM! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM task for new Xero contact

In Xero, when you create a contact, it automatically creates a task in Aesthetix CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM task for new Xero sales invoice

If you use Xero to manage your sales invoice, you can also use Aesthetix CRM to create and manage task associated with those sales invoice. Creating a task in Aesthetix CRM will remind you of the important details related to the sales invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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Xero + Aesthetix CRM Integration

Create Aesthetix CRM task for new Xero order

If you use Xero as your bookkeeping software, there's an easy way to create task in Aesthetix CRM. With the help of this automation, whenever you create a new order in Xero, a task will automatically be created in Aesthetix CRM for that order.

This is a great way to keep track of your orders and make sure that all the necessary steps are taken to fulfill them. Having task associated with each order makes it easy to keep track of what still needs to be done and prevents any steps from falling through the cracks.

Start taking advantage of the automatic task creation!
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Create Your Own Aesthetix CRM & Xero Integration Without Any Code

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2. Select what action you want to automate
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Aesthetix CRM + Xero Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM

    Triggers the automation whenever a new task is added

    Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM

    Sends a birthday reminder notification to the particular recipient

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

    Triggers the automation whenever a custom date reminder is received

    Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM

    Triggers the automation whenever 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 whenever a customer books an appointment

    Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM

    Triggers the automation whenever a customer replies to a message

    Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM

    Triggers the automation whenever any opportunity becomes inactive

    Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM

    Triggers the automation whenever a task reminder is received

    Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM

    Triggers the automation whenever a link is clicked

    Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM

    Triggers the automation whenever the status of any opportunity changes

    Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM

    Triggers the automation whenever a new note is created

    Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM

    Triggers the automation whenever a new order is received

    Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM

    Triggers the automation whenever a form is filled

    Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM

    Triggers the automation whenever a survey response is submitted

    Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM

    Triggers the automation whenever a contact tag is updated

    Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM

    Triggers the automation whenever a new appointment is created

    Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM

    Triggers the automation whenever any email event occurs

    Instant
  • Xero
    Contact is created/updated in Xero

    Triggers the automation whenever a supplier contact is created or updated

  • Xero
    Contact (supplier) in Xero

    Automatically generates a bank transaction

  • Xero
    Sales Invoice is created/updated in Xero

    Triggers the automation whenever a sales invoice is created or updated

  • Xero
    Expense claim receipt is created/updated in Xero

    Triggers the automation whenever any expense claim receipt is created or updated

  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero

    Triggers the automation whenever a quote is created or updated

  • Xero
    Account is created/updated in Xero

    Automatically attach files or documents to contact profiles

  • Xero
    Item is created/updated in Xero

    Triggers the automation whenever a new journal is added

  • Xero
    Purchase Order is created/updated in Xero

    Triggers the automation whenever a purchase order is created or updated

  • Xero
    Bill is created/updated in Xero

    Triggers the automation whenever a contact is created or updated

  • Xero
    Bank Transfer is created in Xero

    Triggers the automation whenever a bank transfer occurs

  • Xero
    Journal is created in Xero

    Triggers the automation whenever a payment is created or updated

  • Xero
    Bank Transaction is created/updated in Xero

    Triggers the automation whenever a bank transaction is created or updated

  • Xero
    User is created/updated in Xero

    Triggers the automation whenever a user is created or updated

2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM

    Automatically adds a new contact to the database

  • Aesthetix CRM
    Search contact in Aesthetix CRM

    Automatically finds and retrieves contact information

  • Aesthetix CRM
    Update contact in Aesthetix CRM

    Automatically updates contact information with new details

  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM

    Automatically adds a new lead to a marketing campaign for targeted outreach

  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM

    Automatically stop all active campaigns targeting lead generation

  • Aesthetix CRM
    Create account in Aesthetix CRM

    Automatically generates a new account

  • Aesthetix CRM
    Create user in Aesthetix CRM

    Automatically generates a new user account

  • Aesthetix CRM
    Create opportunity in Aesthetix CRM

    Automatically creates a new instance of the support system

  • Aesthetix CRM
    Update opportunity in Aesthetix CRM

    Automatically updates the opportunity details as needed

  • Aesthetix CRM
    Search opportunity in Aesthetix CRM

    Automatically searches for a opportunity

  • Aesthetix CRM
    Create task in Aesthetix CRM

    Automatically creates a new task

  • Aesthetix CRM
    Create note in Aesthetix CRM

    Automatically creates a new note in the particular format

  • Xero
    Add attachment to invoice in Xero

    Automatically attach files to generated invoices for easy reference

  • Xero
    Create project in Xero

    Automatically generates a purchase order for approved requests

  • Xero
    Create task in Xero

    Automatically creates a new task

  • Xero
    Add attachment to contact in Xero
  • Xero
    Add attachment to purchase order in Xero

    Automatically uploads and attach files to purchase orders

  • Xero
    Create item code in Xero

    Automatically generates new unique item code

  • Xero
    Update invoice items in Xero

    Automatically updates the items in an invoice

  • Xero
    Get online invoice URL in Xero
  • Xero
    Create sales invoice in Xero

    Automatically generates a new sales invoice with pre-filled details

  • Xero
    Create sales invoice for existing contact in Xero

    Automatically generates a new sales invoice for an existing contact

  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero

    Automatically retrieves a sales invoice using the unique invoice ID

  • Xero
    Create contact in Xero

    Automatically adds a new contact to the database

  • Xero
    Search contact by email address in Xero

    Automatically find information about a contact using the name

  • Xero
    Search contact by name in Xero

    Automatically locate and retrieve particular item information

  • Xero
    Update contact in Xero

    Automatically updates contact information with new details

  • Xero
    Search contact by account number in Xero

    Automatically retrieves contact information based on the provided account number

  • Xero
    Create payment in Xero

    Automatically creates a new project

  • Xero
    Create quote in Xero

    Automatically generates a new quote with pre-filled information

  • Xero
    Create bill in Xero

    Automatically generates a new bill for the customer

  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero

    Automatically adds selected items to an existing sales invoice

  • Xero
    Send sales invoice by email in Xero

    Automatically sends a sales invoice by email

  • Xero
    Search item in Xero

    Automatically searches for a sales invoice

  • Xero
    Create bank transfer in Xero

    Automatically initiate a bank transfer

  • Xero
    Create credit note in Xero

    Automatically generates a credit note for returned items

  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

    Automatically searches for account information

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Integrate Aesthetix CRM & Xero In 1 Click
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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!

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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.

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Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.

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