Opportunity & pipeline automation to decrease manual data entry and drive reporting efficiency
Automate Google review collection after appointments
Automate post-appointment follow-up
Automate patient retention campaigns for specific treatment and service types
Collect data for better patient/client segmentation
Automated birthday campaigns
Patient lifetime value tracking from completed orders
Two-way sync to create clients in Boulevard from Aesthetix CRM (AX Connect only)
The Boulevard integration is available through two paths. Both provide the same five core workflows, but AX Connect offers additional functionality and HIPAA-compliant data transfer.
Feature | AX Connect (Recommended) | Zapier |
HIPAA compliant | Yes | No |
Requirement | Boulevard Enterprise plan with API access | Paid Zapier account |
Pricing | $99/month integration fee to Aesthetix CRM | $500 one-time setup fee + paid Zapier plan |
Core workflows (5) | Included | Included |
Create client in Boulevard | Included | Not available |
Custom webhook triggers | Available (custom build pricing) | Not available |
Recommendation: We always recommend the AX Connect integration with Boulevard's Enterprise plan for the most secure, HIPAA-compliant data transfer. Zapier is not HIPAA compliant.
If you go the Zapier route, you'll need a paid Zapier plan with enough tasks to handle your volume. Calculate tasks needed by multiplying your average monthly appointments by 8.
Example: A practice with 200 appointments per month would need a Zapier plan supporting at least 1,600 tasks to power the integration.
The Boulevard integration uses webhooks for all appointment and order events, providing near-instantaneous updates in Aesthetix CRM. When an event occurs in Boulevard (appointment created, completed, cancelled, etc.), we receive the webhook, pull additional data via API calls where needed, map it to the appropriate fields, and push it into Aesthetix CRM.
The five core workflows below are included by default in both Zapier and AX Connect integrations. Additional triggers are available as custom builds (see the Custom Build Options section below).
What triggers it: A new appointment is created in Boulevard (by staff or via online booking).
What happens:
We receive the webhook and format the appointment date.
We format the appointment service. If multiple services are in one appointment, they come in as a comma-separated string (e.g., "Botox, Filler, Hydrafacial").
We create or update the contact in Aesthetix CRM and add them to the Appointment Booked workflow.
Fields updated in Aesthetix CRM:
First Name, Last Name, Email, Phone
Next Visit Date
Next Visit Service
BLVD Appointment Date
BLVD Client ID
BLVD DOB
BLVD Location Name
BLVD Service Name
Workflow actions in Aesthetix CRM:
A contact note is added with the service, status, and appointment date.
An Appointment Booked tag is added.
The contact's opportunity is updated to the Booked stage in the lead-to-patient pipeline.
What triggers it: An appointment is marked as completed in Boulevard.
What happens:
We receive the webhook and format the appointment service.
We make a GET Client request to pull full client information (including address data if collected).
We create or update the contact in Aesthetix CRM and add them to the Appointment Completed workflow.
Fields updated in Aesthetix CRM:
First Name, Last Name, Email, Phone
City, State, Address, Postal Code (if collected by the practice)
Last Visit Date
Last Visit Service
BLVD Last Appointment
BLVD Location Name
BLVD DOB
BLVD Service Name
BLVD Client ID
Note: Address information is typically pulled at the appointment completed stage because the practice will have collected this information by that point.
Workflow actions in Aesthetix CRM:
A contact note is added with the status and service.
The Appointment Booked tag is removed.
If the contact was a lead, their Contact Type is changed to Patient and a Patient tag is added.
The opportunity is updated to the Patient stage with a won status.
The Patient Lifetime Value is applied to the opportunity value.
What triggers it: An order is completed in Boulevard. This includes all point-of-sale transactions: services, memberships, gift cards, retail products, and any other items processed through Boulevard's checkout.
What happens:
We receive the webhook and make a GET Order request (by order ID) to pull full order details.
We make a GET Client request to pull client information.
We format the current total from the order.
We create or update the contact in Aesthetix CRM and add them to the Order Paid workflow.
Fields updated in Aesthetix CRM:
First Name, Last Name, Email, Phone
Invoice Paid Amount
BLVD Location Name
BLVD DOB
BLVD Client ID
Workflow actions in Aesthetix CRM:
A contact note is added with the order line items (last visit service) and invoice paid amount.
The contact is added to the Boulevard Birthday workflow (see Birthday Field Sync section below).
The Invoice Paid Amount is added to the Patient Lifetime Value via a math function.
The existing opportunity value is updated with the patient lifetime value.
What triggers it: An appointment is cancelled in Boulevard.
What happens:
We receive the webhook and pull the same contact and appointment information as the appointment created flow.
We update the contact in Aesthetix CRM.
The contact can optionally be deployed into a cancellation follow-up workflow and updated to the Cancel/No-Show stage in the pipeline.
Customization Available: Some clients choose to deploy our cancellation follow-up workflows to automatically re-engage cancelled appointments. Let us know if you'd like this set up.
What triggers it: An appointment is rescheduled in Boulevard.
What happens:
Reschedules are treated the same as a new appointment created.
The contact flows back into the Appointment Booked workflow with updated date and service information.
All the same fields and workflow actions from the Appointment Created trigger apply.
What triggers it: A tag called blvd-create is added to a contact in Aesthetix CRM (either manually or via automation).
What happens:
The tag triggers a workflow in AX Connect that sends a create client request to Boulevard's API.
The client is created in Boulevard.
Note: This feature is only available with AX Connect and is included in your standard integration fee. It is not available through the Zapier integration.
Beyond the five core workflows and client creation, our Boulevard custom app supports a number of additional webhook triggers that can be built out for your practice. These require custom quoting and are not included in the standard integration fee.
To request any of the following, contact support and submit a custom solution request.
If you use Boulevard for your membership program, we can listen for:
Membership Created -- trigger automations when a new membership is sold
Membership Cancelled -- trigger follow-up or retention workflows
Membership Reactivated -- trigger re-engagement automations
Membership Renewal Succeeded -- track ongoing membership revenue
Client Created in Boulevard -- automatically create the contact in Aesthetix CRM
Client Updated in Boulevard -- automatically update the contact in Aesthetix CRM
Client Marketing Preference Updated -- sync DND (Do Not Disturb) between Boulevard and Aesthetix CRM. If a client opts out in Boulevard, their DND settings in Aesthetix CRM are updated automatically.
Tag Added in Boulevard -- trigger workflows in Aesthetix CRM based on tags you add to clients in Boulevard
Tag Removed in Boulevard -- trigger workflows when tags are removed
Referral Reward Created -- know when a referral reward has been given to a referring client, enabling you to build automations around Boulevard's referral program
List Appointments -- pull appointment data from Boulevard
Update Appointments -- modify appointments in Boulevard from Aesthetix CRM
Aesthetix CRM (GoHighLevel) does not currently expose the native Date of Birth field via API. To work around this, we create a custom field called BLVD DOB and bring in the birthday data from Boulevard into that field.
A dedicated Birthday workflow then copies the value from the BLVD DOB custom field into the native Date of Birth field, keeping them in sync. This ensures that any birthday automations you've built in the CRM will work correctly using data from Boulevard.
The Birthday workflow is triggered when a contact enters the Order Paid workflow.
Several workflows in your Aesthetix CRM account are hidden and locked. This is intentional -- these workflows contain the core integration logic, and modifications could break the integration. The locked workflows include:
Boulevard Appointment Booked
Boulevard Appointment Completed
Boulevard Order Paid
Boulevard Birthday
If you need custom automation built on top of any of these, let us know and we can either unlock specific workflows or help you build triggers off of the tags and fields these workflows create.
All Boulevard-specific fields are organized in a Boulevard folder within your custom fields.
Custom Field Name | Type | Custom Value |
BLVD Client ID | Text |
|
BLVD Service Name | Text |
|
BLVD Appointment Date | Date |
|
BLVD Location Name | Text |
|
BLVD DOB | Date |
|
BLVD Last Appointment | Date |
|
BLVD Appointment Count | Numerical |
|
In addition to the Boulevard-specific fields above, the integration also updates these standard Aesthetix CRM fields:
Next Visit Date (on appointment created/rescheduled)
Next Visit Service (on appointment created/rescheduled)
Last Visit Date (on appointment completed)
Last Visit Service (on appointment completed)
Invoice Paid Amount (on order completed)
Patient Lifetime Value (on order completed)
Contact Type
First Name, Last Name, Email, Phone
City, State, Address, Postal Code (on appointment completed, if collected)
Zapier is not HIPAA compliant. We always recommend AX Connect with Boulevard's Enterprise plan for secure data transfer. If you use Zapier, understand that data flows through a non-HIPAA-compliant platform.
Multi-service appointments come in as a string. If an appointment has multiple services, they appear as a comma-separated list (e.g., "Botox, Filler, Hydrafacial") in the service fields.
Address data is pulled on appointment completed, not created. This is because the practice typically has collected address information by the time the appointment is completed.
Create client in Boulevard is AX Connect only. The blvd-create tag trigger is not available through the Zapier integration.
Custom triggers require additional quoting. Membership webhooks, client sync, marketing preference sync, tag triggers, and referral rewards are all available but require custom build pricing beyond the standard integration fee.
Birthday requires a workaround. GoHighLevel's native Date of Birth field isn't accessible via API, so we use the BLVD DOB custom field and a sync workflow to keep them aligned.
Q: How do I know if the integration received an appointment?
Check the contact's Notes tab. Every appointment event (created, completed, cancelled) generates a note with the status, service, and date.
Q: Which integration option should I choose -- AX Connect or Zapier?
AX Connect is always recommended. It's HIPAA compliant, includes client creation in Boulevard, and supports custom trigger builds. Zapier works but is not HIPAA compliant, requires calculating task volume, and doesn't support client creation or custom triggers.
Q: How do I calculate how many Zapier tasks I need?
Multiply your average monthly appointment count by 8. For example, 200 appointments/month × 8 = 1,600 tasks needed.
Q: Can I sync DND / marketing preferences between Boulevard and the CRM?
Yes, through the Client Marketing Preference Updated webhook. This is available as a custom build on AX Connect. Contact support to get a quote.
Q: Can I track memberships from Boulevard?
Yes. Membership purchases processed through Boulevard's checkout are captured by the Order Completed trigger and added to Patient Lifetime Value. For more granular membership tracking (created, cancelled, reactivated, renewal succeeded), we offer custom membership webhook builds on AX Connect.
Q: What happens when an appointment is rescheduled?
Reschedules are treated the same as a new appointment. The contact flows back into the Appointment Booked workflow with the updated date and service information.
Q: How do I create a client in Boulevard from Aesthetix CRM?
Add the blvd-create tag to the contact in Aesthetix CRM. This is only available on AX Connect (not Zapier) and is included in your standard integration fee.
Q: How do I request custom triggers like memberships or tag-based automations?
Contact Aesthetix CRM support and submit a custom solution request. We'll quote out the additional triggers based on your needs.
