Log activity in CRM when task comments are added

When a comment is added to a client task in ClickUp, automatically log the activity in Aesthetic Record EMR on the customer record.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Aesthetic Record EMR Explore Aesthetic Record EMR →

Triggers

Appointment scheduled

Fires when a patient appointment is booked in Aesthetic Record EMR.

Appointment cancelled

Fires when a patient appointment is cancelled in Aesthetic Record EMR.

Patient visited

Fires when a patient visit is recorded in Aesthetic Record EMR.

Actions

Create patient

Adds a new patient record in Aesthetic Record EMR.

Add note to patient

Adds a note to a patient record in Aesthetic Record EMR.

ClickUp Explore ClickUp →

Triggers

New task created

Fires when a new task, job or item is created in ClickUp.

Task completed

Fires when a task in ClickUp is marked complete.

Due date approaching

Fires when a task's due date in ClickUp is coming up.

Status changed

Fires when a task, job or project changes status in ClickUp.

Actions

Create task

Creates a new task, job or item in ClickUp.

Update task

Updates a task's status or assignee in ClickUp.

Add comment

Posts a comment on a task in ClickUp.

Assign task

Assigns a task in ClickUp to a team member.

Generate project tasks when deals are won When a deal is won in Aesthetic Record EMR, automatically create a project task in ClickUp to kick off client onboarding. See details

Update CRM deal stages when project tasks complete When a milestone task is completed in ClickUp, automatically update the deal stage in Aesthetic Record EMR to keep sales reps informed. See details

See all Aesthetic Record EMR + ClickUp integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Aesthetic Record EMR and ClickUp?

Yes — describe it in the box above and Knit's Integrations Agent researches Aesthetic Record EMR and ClickUp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting ClickUp and Aesthetic Record EMR help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Aesthetic Record EMR automatically spin up project tasks?

Yes, when a deal is won or changes stages in Aesthetic Record EMR, you can instantly create initial project tasks in ClickUp.