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Integrate Cliniko with Follow Up Boss

Appy Pie Connect allows you to automate multiple workflows between Cliniko and Follow Up Boss

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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 Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

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Best Cliniko and Follow Up Boss Integrations

  • Cliniko Integration Follow Up Boss Integration

    Cliniko + Follow Up Boss

    Create Lead to Follow Up Boss from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Cliniko Integration Follow Up Boss Integration

    Cliniko + Follow Up Boss

    Create Task to Follow Up Boss from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Cliniko Integration Follow Up Boss Integration

    Cliniko + Follow Up Boss

    Create Lead from Follow Up Boss from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • Cliniko Integration Follow Up Boss Integration

    Cliniko + Follow Up Boss

    Create Task from Follow Up Boss from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Follow Up Boss Integration Create Task
  • Cliniko Integration Follow Up Boss Integration

    Cliniko + Follow Up Boss

    Create Lead from Follow Up Boss from Deleted individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    Follow Up Boss Integration Create Lead
  • 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 + Follow Up Boss in easier way

It's easy to connect Cliniko + Follow Up Boss 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 Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

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

How Cliniko & Follow Up Boss 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 Follow Up Boss 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 Follow Up Boss.

    (2 minutes)

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

Integration of Cliniko and Follow Up Boss

Cliniko?

The Cliniko is a cloud-based software that allows the management of all the medical information for patients. Started in 2009, Cliniko has grown to become a successful global firm. Cliniko is used by more than 70,000 medical professionals around the world. (https://www.cliniko.com/about-us)

  • Fplow Up Boss?
  • Fplow Up Boss is a CRM that tracks and stores all patient information and helps doctors and staff keep track of patients. It also has features such as a calendar and a call scheduler.

  • Integration of Cliniko and Fplow Up Boss
  • If both systems were integrated, it would allow the users to have access to all the data on their tablets. This would give them more flexibility because they can now carry a tablet with them anywhere they go and access all the information they need. They can then update their patients' information or schedule appointments from anywhere. This is an improvement from having to carry two separate devices (one for each system. This will save time for doctors and staff when trying to get information about patients, especially if they are in an urgent situation.

  • Benefits of Integration of Cliniko and Fplow Up Boss
  • A major benefit of integrating Cliniko and Fplow Up Boss will be by having access to all the data on the tablet, thus allowing doctors and staff to work anytime, anywhere. This will allow for better efficiency because doctors and staff will not have to waste time accessing information on their desktop computers or laptops. Also this system will result in less paper work required because everything will be stored electronically rather than on paper. This will benefit the environment by reducing unnecessary paper use. Another benefit of this integration will be that there will be no need for multiple devices to access information for patients. This can reduce the cost of owning extra devices and result in less energy consumption as well.

    Cliniko and Fplow Up Boss can integrate to help improve the efficiency of doctors and staff. By having access to all the information on one device, doctors and staff will not have to worry about carrying two devices around with them everywhere they go. This can reduce stress on doctors and staff because they do not have to worry about losing one of their devices, thus losing important information about their patients.

    The process to integrate Cliniko and Fplow Up Boss 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.