Zapier
Customer-owned Zapier workflow
Recommended route
What it does
Its public Zapier app sends new-patient and new-invoice events out of Aesthetic Record. It has no action that accepts a First AI Employee lead.
Before you start
Writing leads requires an Aesthetic Record Accelerator plan and partnership approval for its Leads Integration. Until both are in place, follow-up can use the practice booking URL.
What it does not do
Writing leads requires an Aesthetic Record Accelerator plan and partnership approval for its Leads Integration. Until both are in place, follow-up can use the practice booking URL.
Set it up
- Confirm the practice has Aesthetic Record's Accelerator plan, then request approval from Aesthetic Record partnerships.
- Copy the practice booking URL until both requirements are met.
- Use that link for follow-up while call details stay in First AI Employee.