Aesthetic Record EMR monday.com

Log activity in CRM when task comments are added

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

Try:

See all Aesthetic Record EMR + monday.com integrations or talk to a human

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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.

monday.com Explore monday.com →

Triggers
New task created

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

Task completed

Fires when a task in monday.com is marked complete.

Due date approaching

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

Status changed

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

Actions
Create task

Creates a new task, job or item in monday.com.

Update task

Updates a task's status or assignee in monday.com.

Add comment

Posts a comment on a task in monday.com.

Assign task

Assigns a task in monday.com 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 monday.com to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in monday.com, automatically update the deal stage in Aesthetic Record EMR to keep sales reps informed. See details

See all Aesthetic Record EMR + monday.com 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 monday.com?

Yes — describe it in the box above and Knit's Integrations Agent researches Aesthetic Record EMR and monday.com'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 monday.com 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 monday.com.

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