Update deal status when payments arrive

When a payment is received in QuickBooks Online, automatically update the deal stage in Aesthetic Record EMR to keep sales reps informed of account standing.

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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.

QuickBooks Online Explore QuickBooks Online →

Triggers

New invoice created

Fires when a new invoice is created in QuickBooks Online.

Payment received

Fires when a payment is recorded in QuickBooks Online.

Invoice overdue

Fires when an invoice in QuickBooks Online passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in QuickBooks Online.

Actions

Create invoice

Creates a new invoice in QuickBooks Online.

Record payment

Records a payment against an invoice in QuickBooks Online.

Create expense

Creates a new expense entry in QuickBooks Online.

Sync customer record

Syncs a customer's billing record in QuickBooks Online.

Turn closed deals into client invoices When a deal is marked won in Aesthetic Record EMR, automatically create an invoice in QuickBooks Online so billing can start without delay. See details

Sync client records between systems When contact details are updated in Aesthetic Record EMR, automatically sync the customer record in QuickBooks Online to maintain clean billing profiles. See details

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

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FAQ

Common questions

Can Knit build “Update deal status when payments arrive” between Aesthetic Record EMR and QuickBooks Online?

Yes — describe it in the box above and Knit's Integrations Agent researches Aesthetic Record EMR and QuickBooks Online'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 linking QuickBooks Online and Aesthetic Record EMR streamline the sales-to-finance handoff?

Closing a deal in Aesthetic Record EMR can instantly create an invoice in QuickBooks Online, eliminating manual keying and speeding up revenue collection.

Can payment notifications in QuickBooks Online update deal stages in Aesthetic Record EMR?

Yes, when a customer settles an invoice in QuickBooks Online, the corresponding deal stage in Aesthetic Record EMR can automatically update to reflect a completed transaction.