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Integrate Cliniko with Plaid

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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 Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate Cliniko + Plaid

  • Cliniko Integration Gmail Integration

    Cliniko + Gmail

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

    Cliniko + Gmail

    Send Email in Gmail when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Gmail Integration Send Email
  • Cliniko Integration Gmail Integration

    Cliniko + Gmail

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

    Cliniko + Google Sheets

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

    Cliniko + Google Sheets

    Update Spreadsheet Row in Google Sheets when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Google Sheets Integration Update Spreadsheet Row
  • 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 + Plaid in easier way

It's easy to connect Cliniko + Plaid 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 Item

    Triggers when a new item is created.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create payment recipient

    Create a new payment recipient

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

How Cliniko & Plaid 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 Plaid 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 Plaid.

    (2 minutes)

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