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Cliniko + Paymo Integrations

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

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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 Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

Paymo Integrations

Best ways to Integrate Cliniko + Paymo

  • Cliniko Paymo

    Cliniko + Paymo

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

    Cliniko + Paymo

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

    Cliniko + Paymo

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

    Cliniko + Paymo

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

    Cliniko + Paymo

    Create Project to Paymo from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Cliniko New or Updated Contact
     
    Then do this...
    Paymo Create Project
  • Cliniko {{item.actionAppName}}

    Cliniko + {{item.actionAppName}}

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

It's easy to connect Cliniko + Paymo 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 Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

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

How Cliniko & Paymo 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 Paymo 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 Paymo.

    (2 minutes)

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

Integration of Cliniko and Paymo

Cliniko is an online software system which combines management and practice management functionalities in one package. Cliniko also includes additional features to help medical centers and clinics provide better care to their patients. Paymo is a web application which integrates with Cliniko, so that users can book appointments and manage payments in one dashboard. Cliniko and Paymo are both developed by Cliniko Ltd.

Integration of Cliniko and Paymo allows users to view all the information related to patient visits in one dashboard. For example, you can see when a patient has made an appointment, when payments have been made, and if they have paid in full. You can also see when a customer has canceled or rescheduled an appointment in one place. The integration allows employees to spend less time on administration and more time on providing the best possible care for your patients.

Benefits of Integration of Cliniko and Paymo:

You get a complete overview of how many appointments have been booked, how many payments have been made, and how much money has been cplected from each patient. You can get a complete overview of how many appointments have been booked, how many payments have been made, and how much money has been cplected from each patient.

For each appointment, you can see how much a customer has paid and whether they have paid in full. This frees up staff from having to check with other departments about payments. You can see how much a customer has paid and whether they have paid in full. This frees up staff from having to check with other departments about payments.

If a customer cancels an appointment, you can easily reschedule it. If a customer cancels an appointment, you can easily reschedule it.

If a customer needs to reschedule or cancel an appointment within 24 hours of the initial booking, you can use the feature to automatically notify the staff member who will be taking care of them next time, so that they can make sure everything is ready. If a customer needs to reschedule or cancel an appointment within 24 hours of the initial booking, you can use the feature to automatically notify the staff member who will be taking care of them next time, so that they can make sure everything is ready.

The process to integrate Cliniko and Paymo 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.