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Integrate Cliniko with PandaDoc

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

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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 PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

PandaDoc Integrations

Best ways to Integrate Cliniko + PandaDoc

  • Cliniko Integration PandaDoc Integration

    Cliniko + PandaDoc

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

    Cliniko + PandaDoc

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

    Cliniko + PandaDoc

    Create Document from PandaDoc from Deleted individual appointment to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    PandaDoc Integration Create Document
  • Cliniko Integration PandaDoc Integration

    Cliniko + PandaDoc

    Create Document to PandaDoc from New or updated group appointment in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated group appointment
     
    Then do this...
    PandaDoc Integration Create Document
  • Cliniko Integration PandaDoc Integration

    Cliniko + PandaDoc

    Create Document to PandaDoc from New or updated individual appointment in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated individual appointment
     
    Then do this...
    PandaDoc Integration Create Document
  • 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 + PandaDoc in easier way

It's easy to connect Cliniko + PandaDoc 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.

  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Document

    Creates a document from a templates.

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

How Cliniko & PandaDoc 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 PandaDoc 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 PandaDoc.

    (2 minutes)

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