Aesthetix CRM + Zoho Cliq Integration

Integrate Aesthetix CRM to Zoho Cliq in one click, or tell Integrately AI how you want each booking handled. Notify your team, update your contacts, send direct messages, and track schedules automatically.

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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
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2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • Zoho Cliq
    Send direct message in Zoho Cliq
  • Zoho Cliq
    Send channel message in Zoho Cliq
  • Zoho Cliq
    Broadcast a bot message in Zoho Cliq

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Ready Workflows Ready Workflows for Aesthetix CRM + Zoho Cliq Integration

Notify your team of new bookings, send direct messages, broadcast updates, and alert staff, all in just one click.

Most popular automationmost-popular-automations
Aesthetix CRM + Zoho Cliq Integration

Send Zoho Cliq message for new Aesthetix CRM task

With this Aesthetix CRM - Zoho Cliq integration, whenever a new task is created in Aesthetix CRM, message will be sent via Zoho Cliq. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Connect more apps to your Aesthetix CRM + Zoho Cliq flow

Bring in payments, schedules, and marketing tools to extend your booking notifications and client tracking. Pick a combination and activate it in one click.

Aesthetix CRM
Zoho Cliq
+
StripeStripe (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
S
A
Z
Create an Aesthetix CRM contact when a Stripe charge succeeds, and notify your team via Zoho Cliq
Successful Stripe payments instantly generate a new Aesthetix CRM contact while sending a direct message in Zoho Cliq, ensuring your team stays informed without manual data entry.
S
A
Z
Update your Aesthetix CRM opportunity when a Stripe subscription fails, and broadcast an alert in Zoho Cliq
Failed Stripe subscriptions update your Aesthetix CRM opportunity stage instantly and trigger a broadcast message in Zoho Cliq.
S
A
Z
When a Stripe refund is issued, add a note in Aesthetix CRM and send a channel message in Zoho Cliq
Refunds processed in Stripe automatically add a detailed note to Aesthetix CRM and notify your support team in Zoho Cliq.

Supported triggers and actions for Aesthetix CRM and Zoho Cliq

Mix and match to build the exact automation you need

Aesthetix CRM
Aesthetix CRM Triggers & Actions
Instant
Task is added in Aesthetix CRM
Triggers the automation when a new task is added
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Instant
Birthday reminder is sent in Aesthetix CRM
Triggers the automation when a birthday reminder notification is sent
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Instant
Custom date reminder is received in Aesthetix CRM
Triggers the automation when a custom date reminder is received
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Instant
Pipeline stage is changed in Aesthetix CRM
Triggers the automation when a pipeline stage is changed
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Instant
Call status is changed in Aesthetix CRM
Triggers the automation when call details are modified
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Instant
Customer booked an appointment in Aesthetix CRM
Triggers the automation when a customer books an appointment
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Instant
Customer replies in Aesthetix CRM
Triggers the automation when a customer replies to a message
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Instant
Opportunity is staled in Aesthetix CRM
Triggers the automation when any opportunity becomes inactive
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Instant
Task reminder is received in Aesthetix CRM
Triggers the automation when a task reminder is received
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Instant
Trigger link is clicked in Aesthetix CRM
Triggers the automation when a link is clicked
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Instant
Opportunity status is changed in Aesthetix CRM
Triggers the automation when the status of any opportunity changes
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Instant
Note is added in Aesthetix CRM
Triggers the automation when a new note is created
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Instant
Order form is submitted in Aesthetix CRM
Triggers the automation when a new order is received
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Instant
Form is submitted in Aesthetix CRM
Triggers the automation when a form is filled
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Instant
Survey is submitted in Aesthetix CRM
Triggers the automation when a survey response is submitted
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Instant
Contact tag is changed in Aesthetix CRM
Triggers the automation when a contact tag is updated
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Instant
Appointment is created in Aesthetix CRM
Triggers the automation when a new appointment is created
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Instant
Email event occurs in Aesthetix CRM
Triggers the automation when any email event occurs
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Create contact in Aesthetix CRM
Adds a new contact to the database
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Search contact in Aesthetix CRM
Finds and retrieves contact information
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Update contact in Aesthetix CRM
Updates contact information with new details
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Add lead to campaign in Aesthetix CRM
Adds a new lead to a marketing campaign for targeted outreach
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Stop all campaigns for lead in Aesthetix CRM
Stop all active campaigns targeting lead generation
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Create account in Aesthetix CRM
Generates a new account
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Create user in Aesthetix CRM
Generates a new user account
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Create opportunity in Aesthetix CRM
Creates a new instance of the support system
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Update opportunity in Aesthetix CRM
Updates the opportunity details as needed
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Search opportunity in Aesthetix CRM
Searches for a opportunity
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Create task in Aesthetix CRM
Creates a new task
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Create note in Aesthetix CRM
Creates a new note in the particular format
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Zoho Cliq
Zoho Cliq Triggers & Actions
No trigger is available
Send direct message in Zoho Cliq
Sends a private message to a recipient
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Send channel message in Zoho Cliq
Sends a message to a channel
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Broadcast a bot message in Zoho Cliq
Sends a pre-determined message to multiple recipients via a bot
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What can you automate with Aesthetix CRM + Zoho Cliq?

Streamline your plastic surgery or medical spa operations by connecting patient bookings, staff alerts, and contact records.

What you can automate?
💬
Send direct messages for new bookings
Trigger instant Zoho Cliq direct messages whenever a customer books an appointment in Aesthetix CRM, ensuring your staff never misses a scheduling update.
📋
Capture every submitted client form
Map complete Aesthetix CRM form submissions and order details directly into your contact management records without manual re-typing.
🔔
Alert the right team member instantly
Send channel messages or broadcast bot notifications in Zoho Cliq the moment a pipeline stage changes or a task is added in Aesthetix CRM.
🔀
Route actions based on pipeline stage
Take different operational steps depending on whether an opportunity status changes or a customer replies in Aesthetix CRM.
🔄
Keep client contact records updated
Automatically update contact information, accounts, and opportunities in Aesthetix CRM whenever client details shift.
🔍
Search and update existing contacts
Search for existing records before creating new entries, preventing duplicate contacts and keeping your database clean.
📅
Manage task reminders and birthdays
Trigger automated tasks and notifications for customer birthdays, custom date reminders, and scheduled task events.
🔌
Extend your workflow to Stripe
Connect Stripe payments to your Aesthetix CRM and Zoho Cliq flow to notify your finance team whenever a payment succeeds.
And much more...

Who is Aesthetix CRM + Zoho Cliq integration for?

Connecting Aesthetix CRM and Zoho Cliq helps clinic managers, front-desk staff, and marketing teams eliminate manual data entry and communicate patient updates instantly.

Clinic directors
Clinic directors
Front desk coordinators
Front desk coordinators
Patient care managers
Patient care managers
Medical spa receptionists
Medical spa receptionists
Sales representatives
Sales representatives
Practice administrators
Practice administrators
📈
Clinic directors
You review appointment metrics and conversion numbers every week, but your tracking data always lags behind manual entry — this integration means every booking lands in your reports instantly and your metrics stay current.
⚡
Front desk coordinators
You need to greet patients and prepare rooms the moment they book, but you find out about schedule changes too late — automating both apps means every appointment notification reaches your chat instantly and your preparation runs smoothly.
🤝
Patient care managers
You answer to clinic owners who want to see daily lead progress and pipeline movement, but gathering the records takes hours — with this integration, every status change updates your workspace and keeps stakeholders informed.
🔄
Medical spa receptionists
The volume of daily consultations and form submissions is too high for anyone to keep up by hand, leading to missed client messages — connecting these apps means every inquiry generates a contact and message automatically.
🎯
Sales representatives
You own the outreach step and depend on front-desk staff to hand over new leads, but manual handoffs cause frustrating delays — this integration means every new inquiry reaches your chat channel the second it arrives.
📋
Practice administrators
You need a reliable history of all patient interactions and keep finding gaps in your communication logs — automating both apps means every note and task is recorded without manual copying.
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Why choose Integrately to automate Aesthetix CRM + Zoho Cliq

Build and manage your Aesthetix CRM + Zoho Cliq automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aesthetix CRM + Zoho Cliq with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Aesthetix CRM to Zoho Cliq?
Frequently Asked Questions
You can connect Aesthetix CRM to Zoho Cliq in 1-click using ready-made templates on Integrately. Link your accounts, select a workflow, and use Integrately AI to customize your setup.
Can I automatically send team messages when appointments are booked in Aesthetix CRM?
Frequently Asked Questions
Can I connect Aesthetix CRM, Zoho Cliq, and Stripe?
Frequently Asked Questions
What is a good Zapier alternative for Aesthetix CRM and Zoho Cliq?
Frequently Asked Questions
How does Aesthetix CRM handle contact updates during automation?
Frequently Asked Questions
How does Zoho Cliq handle team notifications in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Aesthetix CRM and Zoho Cliq?
Frequently Asked Questions
Is the Aesthetix CRM and Zoho Cliq integration free?
Frequently Asked Questions
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