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Integrate Cliniko with ConvertKit

Appy Pie Connect allows you to automate multiple workflows between Cliniko and ConvertKit

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About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

About ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate Cliniko + ConvertKit

  • Cliniko Integration ConvertKit Integration

    Cliniko + ConvertKit

    Create or Update Purchase to ConvertKit from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    ConvertKit Integration Create or Update Purchase
  • Cliniko Integration ConvertKit Integration

    Cliniko + ConvertKit

    Add Subscriber to Form in ConvertKit when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    ConvertKit Integration Add Subscriber to Form
  • Cliniko Integration ConvertKit Integration

    Cliniko + ConvertKit

    Add Tag to Subscriber in ConvertKit when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    ConvertKit Integration Add Tag to Subscriber
  • Cliniko Integration ConvertKit Integration

    Cliniko + ConvertKit

    Remove Tag From Subscriber in ConvertKit when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    ConvertKit Integration Remove Tag From Subscriber
  • Cliniko Integration ConvertKit Integration

    Cliniko + ConvertKit

    Create or Update Purchase from ConvertKit from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    ConvertKit Integration Create or Update Purchase
  • Cliniko Integration {{item.actionAppName}} Integration

    Cliniko + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Cliniko + ConvertKit in easier way

It's easy to connect Cliniko + ConvertKit without coding knowledge. Start creating your own business flow.

    Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Cliniko & ConvertKit Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ConvertKit as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to ConvertKit.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Cliniko and ConvertKit

Cliniko is a practice management software and ConvertKit is an email marketing top. Both of them are designed for therapists, coaches, authors, and other professionals. They are developed by two different companies. Cliniko is developed by Cliniko Inc. and ConvertKit is developed by Nathan Barry. Both of them have developed many integrations to make the tops work together. It will be useful for both users as well as Cliniko Inc. and ConvertKit.

Integration of Cliniko and ConvertKit

There are many integrations between these two tops. In Cliniko, there is a feature called “Email Templates” which can be used to create custom email templates in ConvertKit. However, it works only if you use the email integration in Cliniko. And if you do not want to use the email integration, then you can still use the email templates but it will send the emails from your website and not from the hidden form in a pop-up or PDF. Another interesting thing about this integration is that you can schedule emails in Cliniko and when the emails are scheduled, they will automatically be sent from your website using the hidden forms in a pop-up or PDF so you don’t have to copy and paste the emails into your email service provider. You can see some screenshots below:

Another integration that exists between Cliniko and ConvertKit is the automation feature. If you have any automations such as Welcome series then you can add a new row to your automation by clicking on the plus symbp next to the name of your automation. You can see some screenshots below:

Benefits of Integration of Cliniko and ConvertKit

For clinician users, they can use both of the tops together to manage their practice and their online presence smoothly. For example, every time a client changes their appointment date in Cliniko it will automatically update their calendar in ConvertKit as well. So they don’t have to worry about updating their calendar again when they change their appointments.

In summary, there are many benefits of integrating Cliniko and ConvertKit together. Using both of them together creates a systematic workflow between patient management, communications, and marketing. There are many integrations between these two tops that help you manage your practice better, such as appointment scheduling, email templates, and automations. Integrating these two tops together gives Cliniko more advantages over other competitors because it has much more integrations with other softwares than other competitors.

The process to integrate Cliniko and ConvertKit may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.