When new contact in Aesthetix CRM, sync it to Aesthetic Record EMR.

When a new contact is created in Aesthetix CRM, sync patient profile details to Aesthetic Record EMR.

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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.

Aesthetix Explore Aesthetix →

Triggers

New lead created

Fires when a new lead or contact is created in Aesthetix.

Deal stage changed

Fires when a deal moves to a new stage in Aesthetix.

Deal won

Fires when a deal is marked won in Aesthetix.

Contact updated

Fires when a field on a contact changes in Aesthetix.

Actions

Create or update contact

Creates or updates a contact in Aesthetix.

Create deal

Creates a new deal in Aesthetix.

Update deal stage

Moves a deal to a new stage in Aesthetix.

Log activity

Logs a call, email, or note against a record in Aesthetix.

Aesthetic Record EMR Explore Aesthetic Record EMR →

Triggers

New lead created

Fires when a new lead or contact is created in Aesthetic Record EMR.

Deal stage changed

Fires when a deal moves to a new stage in Aesthetic Record EMR.

Deal won

Fires when a deal is marked won in Aesthetic Record EMR.

Contact updated

Fires when a field on a contact changes in Aesthetic Record EMR.

Actions

Create or update contact

Creates or updates a contact in Aesthetic Record EMR.

Create deal

Creates a new deal in Aesthetic Record EMR.

Update deal stage

Moves a deal to a new stage in Aesthetic Record EMR.

Log activity

Logs a call, email, or note against a record in Aesthetic Record EMR.

Sync newly created leads across CRM platforms When a new lead is captured in Aesthetix, automatically create or update the matching contact in Aesthetic Record EMR to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Aesthetic Record EMR, update the corresponding opportunity stage in Aesthetix for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Aesthetix, log a status update activity on the corresponding account record in Aesthetic Record EMR. See details

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

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FAQ

Common questions

Can Knit build “When new contact in Aesthetix CRM, sync it to Aesthetic Record EMR.” between Aesthetix and Aesthetic Record EMR?

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

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.