Overview of Zenoti Integration with Aesthetix CRM

Learn more about the fields, workflows, triggers, and actions available in the Zenoti integration.

Zenoti Integration Benefits & Automation:

  • Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency

  • Automate Google review collection after appointments

  • Automate post-appointment follow-up

  • Automate patient retention campaigns for specific treatment & service types

  • Collect data for better patient/client segmentation

  • Automated birthday campaigns

Platform Connection Requirements:

  • The integration uses AX Connect. The client must have paid API access from Zenoti which requires a monthly API fee.

  • Aesthetix CRM also collects an integration fee of $99 per month to setup and maintain the integration.

  • The client must share Organization level access (not center level) with Custom Apps and Webhooks access to [email protected]

  • Once we have confirmed this access is correct, we can proceed with the integration.

Current Integration Available:

One-way sync from Zenoti to Aesthetix CRM utilizing Zenoti Webhooks.

The Aesthetix CRM integration with Zenoti utilizes webhooks, which enable near instantaneous (within 30 seconds) updates.

  • New Appointments Created Trigger

  • Invoice Closed Trigger (includes all memberships, gift cards, etc.)

  • New Membership Created Trigger

  • Membership Cancelled Trigger

Other Integration Options Available (Custom Setup Pricing Upon Request):

  • Create a Guest in Zenoti Trigger(Enables 2-way Sync Capabilities)

  • Create a Contact in AX CRM based on a new Guest Created in Zenoti Trigger(Enables 2-way Sync Capabilities)

Contact & Opportunity Custom Fields Available:

Custom Field Name

CF Type

CF Custom Value

Zenoti Guest ID

TEXT

{{ contact.zenoti_guest_id }}

Zenoti Guest Center ID

TEXT

{{ contact.zenoti_guest_center_id }}

Zenoti Guest Center Name

TEXT

{{ contact.zenoti_guest_center_name }}

Zenoti Guest Anniversary Date

DATE

{{ contact.zenoti_guest_anniversary_date }}

Zenoti Guest Gender

TEXT

{{ contact.zenoti_guest_gender }}

Zenoti Event Type

TEXT

{{ contact.zenoti_event_type }}

Zenoti Appointment Service Name

TEXT

{{ contact.zenoti_appointment_service_name }}

Zenoti Invoice Number

TEXT

{{ contact.zenoti_invoice_number }}

Zenoti Membership Type

TEXT

{{ contact.zenoti_membership_type }}

Zenoti Membership Name

TEXT

{{ contact.zenoti_membership_name }}

Zenoti Membership Purchase Date

DATE

{{ contact.zenoti_membership_purchase_date }}

Zenoti Membership Price

MONETARY

{{ contact.zenoti_membership_price }}

Zenoti Appointment Booking Source

SINGLE_OPTIONS

{{ contact.zenoti_appointment_booking_source }}

Zenoti Receive Marketing Email

SINGLE_OPTIONS

{{ contact.receive_marketing_email }}

Zenoti Receive Marketing SMS

SINGLE_OPTIONS

{{ contact.receive_marketing_sms }}

Zenoti Birthday

DATE

{{ contact.zenoti_birthday }}

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