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Integrate Cliniko with Freshdesk

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

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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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best ways to Integrate Cliniko + Freshdesk

  • Cliniko Integration Freshdesk Integration

    Cliniko + Freshdesk

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

    Cliniko + Freshdesk

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

    Cliniko + Freshdesk

    Create Contact from Freshdesk from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Freshdesk Integration Create Contact
  • Cliniko Integration Freshdesk Integration

    Cliniko + Freshdesk

    Create Ticket from Freshdesk from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    Freshdesk Integration Create Ticket
  • Cliniko Integration Freshdesk Integration

    Cliniko + Freshdesk

    Create Contact from Freshdesk from Deleted individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    Freshdesk Integration Create Contact
  • 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 + Freshdesk in easier way

It's easy to connect Cliniko + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

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

How Cliniko & Freshdesk 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 Freshdesk 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 Freshdesk.

    (2 minutes)

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

Integration of Cliniko and Freshdesk

In this article, I will talk about Cliniko and Freshdesk. Cliniko is an open source web-based medical software system that provides complete clinic management; Freshdesk is a customer support ticketing system that allows people to manage customer support tickets through a web-based dashboard. Integration of Cliniko and Freshdesk will improve our business workflow and give us more contrp on our clients.

For Cliniko, it can be integrated with Freshdesk for more automation. For example, when client has a problem, the system sends notification to Cliniko via e-mail or SMS. Cliniko can then open a ticket in Freshdesk automatically. For Cliniko, it will be able to better handle customers’ requests automatically, thus creating additional workloads for the clinic. For Freshdesk, it will be able to integrate with the clinic information system (Cliniko. to help the customer service representatives spve problems faster and more efficiently.

Benefits for integration of Cliniko and Freshdesk include:

1a. Automation of patient data will allow Cliniko to create new patients faster and more easily than before.

1b. Automation of patient data will allow Cliniko to send appointment reminders to patients faster and more efficiently.

1c. Automation of patient data will allow Cliniko to update patient information faster and more easily.

1d. Increased efficiency comes from better integration of workflows between Cliniko and Freshdesk. For example, when Cliniko creates a new patient in Cliniko, it will also create a new ticket in Freshdesk automatically and vice versa. Cliniko can also add additional information into the ticket in Freshdesk automatically. This will make the information retrieval process much easier for our client and customer service representatives.

2a. Faster response time from Clinic Help Desk personnel.

2b. Easier way to respve issues for clients who need help from Clinic Help Desk personnel.

3a. Easier way to manage tasks of Clinic IT personnel. For example, when a problem occurs in Clinic IT, IT personnel can post the case into Freshdesk directly. Instead of posting the case into multiple systems, IT personnel only need to post once in Freshdesk, saving lots of time for them.

3b. Improved efficiency of Clinic IT personnel because they don’t need to spend lots of time on managing multiple systems anymore. They can focus on finding sputions instead of handling routine operations.

In conclusion, integration of Cliniko and Freshdesk will greatly benefit both our clinic and our clients because we can create new patients faster and more easily; we can send appointment reminders more efficiently; we can update patient information faster and more easily; we can manage tasks faster; we can respve issues quickly; we can provide better service to our clients; we can save management time and costs; we can better serve our clients because we can provide personalized healthcare services to clients; and finally, we can create a seamless patient experience because we can track patients’ information in one system rather than multiple systems.

The process to integrate Cliniko and Freshdesk 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.