Integrate Cliniko with Odoo CRM

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

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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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Want to explore Cliniko + Odoo CRM quick connects for faster integration? Here’s our list of the best Cliniko + Odoo CRM quick connects.

Explore quick connects

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Connect Cliniko + Odoo CRM in easier way

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

  • Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Client Appointment Form

    Triggered when appointment form is created.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New Product

    Trigger when a product 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 or updated treatment notes

    Triggered when treatment notes is created or updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Stock Adjustment

    Creates a stock adjustments

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Cliniko & Odoo CRM 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 Odoo CRM 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 Odoo CRM.

    (2 minutes)

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

Integration of Cliniko and Odoo CRM

The purpose of the introduction is to state the reason for conducting the study and your relation to the study.

In this study my research is about the integration of Cliniko and Odoo CRM. I am doing this study at the University of Applied Sciences in Berlin.

This part contains the main body of your article. It should take up most of your writing. It has three main sections, but this is not mandatory.

Body 1. Integration of Cliniko and Odoo CRM

Here you should describe how you integrated Cliniko and Odoo CRM. You can describe the process of integration if you like, but be sure to only describe what was needed for integration and nothing more. This should be detailed enough to give someone with Python programming skills an idea on how it works.

You should emphasize the benefits of the integration. The benefits are what will get people interested in reading about your integration, so you should focus on them. You can also describe any problems that you had during the integration or other difficulties that you had to overcome. Keep in mind that you should not focus too much on technical details, because this will make your article harder to read. Instead, focus on the problems and difficulties that you were facing. Try to explain why these problems or difficulties were important and how they made things more difficult for you.

Body 2. Benefits of Integration of Cliniko and Odoo CRM

Here you should explain what are the benefits of integrating Cliniko and Odoo CRM. You can use a table to compare the benefits to the possible issues that may arise when integrating. This will let your readers easily see the benefits compared to the problems.

You should also include your personal opinion about the issue in this section. Explain how well or in what way it can be useful for both users and software developers. This will help show your readers why they should be using this method instead of other methods.

This section contains your final thoughts about your article’s topic or something related to it. You should briefly summarize what you have written in your article. You should also include a short statement about whether you recommend this integration or not. If possible, include an explanation why you recommend it or not. This will let your readers know exactly what your opinion is about it.

The process to integrate Cliniko and Odoo CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm