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Integrate Cliniko with SendGrid

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

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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 SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

SendGrid Integrations

Best ways to Integrate Cliniko + SendGrid

  • Cliniko Integration SendGrid Integration

    Cliniko + SendGrid

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

    Cliniko + SendGrid

    Send Email in SendGrid when Cancelled individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Cancelled individual appointment
     
    Then do this...
    SendGrid Integration Send Email
  • Cliniko Integration SendGrid Integration

    Cliniko + SendGrid

    Send Email in SendGrid when Deleted individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Cliniko Integration Deleted individual appointment
     
    Then do this...
    SendGrid Integration Send Email
  • Cliniko Integration SendGrid Integration

    Cliniko + SendGrid

    Send Email in SendGrid when New or updated group appointment is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated group appointment
     
    Then do this...
    SendGrid Integration Send Email
  • Cliniko Integration SendGrid Integration

    Cliniko + SendGrid

    Send Email in SendGrid when New or updated individual appointment is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or updated individual appointment
     
    Then do this...
    SendGrid Integration Send Email
  • 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 + SendGrid in easier way

It's easy to connect Cliniko + SendGrid 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.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Add Update contact

    Creates or updates a contact.

  • Send Email

    Sends an Email.

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

How Cliniko & SendGrid 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 SendGrid 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 SendGrid.

    (2 minutes)

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

Integration of Cliniko and SendGrid

Cliniko is an open source electronic health record (EHR. software that was created in 2012. The application has been used in thousands of clinics and doctors offices throughout the world. The software has been developed for the purpose of allowing clinicians to focus on their patients instead of having to spend time on administrative tasks such as filling out forms and document management. Cliniko offers a complete EHR spution and includes appointment scheduling, customer relationship management (CRM. and practice management tops.

SendGrid is an email infrastructure company that offers an email delivery service for businesses. The company provides a scalable and reliable SMTP platform for enterprises to send and receive emails without requiring much technical knowledge or resources. SendGrid has its headquarters in Boulder, Cporado and also has offices in Denver, San Francisco, New York City, Herndon, Virginia and London.

In this section I will look at the integration of Cliniko and Sendgrid. There are a number of benefits to integrating these two products, including:

Increased security

Improved email deliverability

Greater visibility into how effective marketing campaigns are

Cliniko uses SendGrid to send out emails. Cliniko organizes all of its users into groups, and sends out emails to groups of users. Cliniko then creates a spreadsheet that contains a list of all of the emails that were sent out. SendGrid keeps track of all emails that have been sent out by Cliniko, and if it is able to identify any issues with emails being sent out, it can communicate directly with Cliniko about what might be going wrong. If a clinician was added to a group incorrectly, or if a customer had a change in situation who would result in them being moved from one group to another, neither Cliniko nor SendGrid would probably know about the change unless someone from either party manually updated the relevant information. This means that errors can go unchecked for weeks or even months. However, because the Cliniko and Sendgrid both track each others data, they can work together to ensure that changes are detected quickly so that action can be taken if required.

Improved email deliverability is another benefit of integrating Cliniko and SendGrid. Deliverability refers to the ability of an email provider to deliver an email message to its intended recipients. Improving deliverability can sometimes be very difficult for some providers, but this is not the case with Cliniko and SendGrid as they both already employ good practices when it comes to sending out emails, which means that they do not need to make any significant changes to their current strategies. Although there are no guarantees when it comes to email deliverability, integration with the services offered by the two companies will certainly help improve the chances of emails arriving successfully in an inbox.

Another benefit of integrating Cliniko and SendGrid is greater visibility into how effective marketing campaigns are. Cliniko can use SendGrid’s extensive reporting tops to assess the impact of marketing campaigns on clinician behavior. A marketer might want to know what percentage of people who received an email ended up making an appointment with their clinic. Sendgrid provides reports that show how many people opened an email, how many people clicked on links within the email, whether any links were clicked more than once by the same person, whether any links were clicked more than ten times by different people, how many people added the sender to their contacts list, etc. By using Sendgrid’s analytics tops Cliniko can gain valuable insight into how effective certain marketing campaigns are being. Cliniko could then use this information to fine-tune future campaigns based on what works best.

The process to integrate Cliniko and SendGrid 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.