Help Center

Go to Aesthetix CRM

Terms & Conditions Privacy Policy

Workflows & Automation | Aesthetix CRM

All collectionsWorkflows & Automation

Workflows & Automation

Explore the essential information you need to know about effectively using Workflows & Automation in your CRM with this comprehensive guide.

Building & Managing

Getting Started with Workflows

The Workflow Builder

AI Workflow Builder & Assistant

Managing Workflows

Comment & DM Automation Recipes

Premium Triggers & Actions Overview

Triggers

Triggers: Master Index

Contact Triggers

Event Triggers

Opportunity Triggers

Payment Triggers

Ecommerce Store Triggers

Social & Ad Event Triggers

Affiliate Triggers

Actions

Actions: Master Index

Contact Actions

Communication Actions

Social & WhatsApp Messaging Actions

Opportunity Actions

Appointment Actions

Payment Actions

Marketing Actions

Send Data Actions

Logic & Flow Actions

Formatters & Data Tools Actions

Custom Objects, Companies & Associations Actions

Assignment Workflows

Global User Assignment Workflow

How to Reassign Leads using Workflow Automation

How to Set Up the Treatment of Interest Nurture Assignment Workflow

Automated Lead Nurture Workflows

Lead Nurture Workflow SMS + Email Personalization

How to Manually Add a Contact to the Lead Nurture Workflow in Aesthetix CRM

Replied / Re-Engaged Nurture: Automating Follow-Up for Replied Leads

How to Use Patient Retention Reminder Workflows in Aesthetix CRM

How to set up Consult2Close Automation

Nurture Treatment of Interest Guide

Non-Surgical Lead to Patient Opportunity Pipeline

Surgical Lead to Patient Opportunity Pipeline

Lead & Patient Nurture Location Personalization

Phone & SMS Workflows

After Hours Auto Text Back Workflow 📲

AI Actions

Affiliate Actions