Nextech Integration Benefits & Automation:
Opportunity & Pipeline Automation to decrease manual data entry & drive reporting efficiency
Supports multiple pipelines to automate updating opportunities in surgical and non-surgical pipelines.
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:
Nextech Cloud integration requires Nextech Direct API access, which starts at a $2,000+ one-time fee and an additional monthly fee to Nextech.
Nextech Cloud integration is built on AX connect which also requires a $99 per month per location integration fee to Aesthetix CRM
Clients will be required to provide all appointment types and purposes in a spreadsheet for Aesthetix CRM to properly set up the integration.
Integration Available:
One-way sync from Nextech to Aesthetix CRM w/ Manual 2-way Sync Button
The Aesthetix CRM integration with Nextech utilizes a polling system, which updates every 5 minutes with all changes taking 5-10 minutes to show in the CRM.
Appointment Status Triggers for Booked, Confirmed, No Show, Cancelled, and Fulfilled Appointments
Active Payments Trigger (not recommended for Plastic Surgery) as payments are not tied to an appointment in the API
Create a Patient in Nextech Trigger (Manual 2-way sync patient creation in Nextech)
Contact & Opportunity Custom Fields Available:
Custom Field Name | CF Type | CF Custom Value |
NXT Patient ID | TEXT | {{ contact.nxt_patient_id }} |
NXT Appointment Type | TEXT | {{ contact.nxt_appointment_type }} |
NXT Appointment Date | DATE | {{ contact.nxt_appointment_date }} |
NXT Appointment Status | TEXT | {{ contact.nxt_appointment_status }} |
NXT Appointment Location | TEXT | {{ contact.nxt_appointment_location }} |
NXT Appointment Practitioner | TEXT | {{ contact.nxt_appointment_practitioner }} |
NXT Appointment Purpose | TEXT | {{ contact.nxt_appointment_purpose }} |
NXT Payment Status | TEXT | {{ contact.nxt_payment_status }} |
NXT Last Payment Date | DATE | {{ contact.nxt_last_payment_date }} |
NXT Birthday | DATE | {{ contact.nxt_birthday }} |