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Integrate Cliniko with Smartsheet

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

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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 Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

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  • Cliniko Integration {{item.actionAppName}} Integration

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Connect Cliniko + Smartsheet in easier way

It's easy to connect Cliniko + Smartsheet 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 Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

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

How Cliniko & Smartsheet 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 Smartsheet 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 Smartsheet.

    (2 minutes)

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

Integration of Cliniko and Smartsheet

In today’s world, every industry is facing an immense pressure to become more productive and efficient. Cliniko and Smartsheet are two software systems that could help any healthcare worker to become more productive and efficient. Both of these software systems are cloud-based and they have integrations with one another. Integration between two software systems such as Cliniko and Smartsheet can be a great option for people who need to use them for their daily tasks. This article will give the basic information about these software systems and will provide a detailed description of how these two could be integrated together.

Cliniko?

Cliniko is an online management system for physicians and healthcare providers. It has features like medical billing, electronic health records, scheduling appointments, sending reminders, managing payments, etc. (Cliniko, 2015. The best part about this software is that it is free of cost. There are no monthly fees for using this software and the customer doesn’t have to pay anything for installing this software on his/her device.

Smartsheet?

This is a web-based project management software that helps users to organize their projects and tasks. It also provides cplaboration features in order to share and update information about a project with its team members. The best part about this software is that its subscription plan starts at $4 per user per month. That means a single user could get the services of this software for around $48 per year (Smartsheet, 2015. There are also no hidden charges and customers don’t have to pay any extra money for using different features of this software.

Integration of Cliniko and Smartsheet

Integration between Cliniko and Smartsheet can be a great option for people who want to use both of these software systems for their job. Integration between Cliniko and Smartsheet could provide fplowing benefits:

  • Sharing data between two software systems:

Since integration between Cliniko and Smartsheet is possible, a person could share all the important data between them. For example, he could create a task in Smartsheet mentioning that he needs to cplect some information or discuss some issues with a certain patient. When that task will be completed, he could add a note about it in Cliniko. In this way, he will not have to open both of these software systems at the same time to do his jobs. He could stay focused on his work without getting distracted by unnecessary notifications.

  • Sorting out unnecessary or duplicate information:

There are many people who have multiple accounts in different social media websites like Facebook or Twitter. Integration between Cliniko and Smartsheet would be beneficial for people who use multiple accounts in these websites. This integration would allow them to sort out the unnecessary or duplicate information from their accounts. They could save time by merging the communication history from multiple accounts into a single account in Cliniko. This feature would also be helpful for people who have multiple email accounts and use different social media accounts as well. They could merge all the communication history from their email inboxes into a single email box in Cliniko without any hassle. Due to this integration, they would not have to search for emails manually. All the emails would be automatically added into Cliniko without any efforts from their side. They would also not have to worry about missing out any important email in their inboxes due to the automatic addition of emails into Cliniko.

  • Synchronizing tasks between two software systems:

Synchronizing tasks between Cliniko and Smartsheet can be very useful for people who need to use both of these software systems for their work. Since these two software systems have bridge integrations with one another, a person could set up a reminder in Cliniko so that he could complete a specific task in Smartsheet at a certain time. In this way, he can avoid missing out important tasks and can stay focused on his work without having to worry about things that are not related to his job.

  • Integration of Cliniko and Smartsheet allows users to share data easily:
  • This integration could help users to share data between these two software systems easily without any hassle. Since there are bridge integrations between these two software systems, users can share important data easily without having to open both of these software systems at the same time. Users don’t have to worry about missing out any important details related to their work because they can share information across these two software systems easily.

  • Integration of Cliniko and Smartsheet saves time:
  • Thanks to integration between Cliniko and Smartsheet, users don’t have to spend much time on sorting out unnecessary or duplicate information from their accounts. They won’t have to manually add emails into their Cliniko account because all the emails will be automatically added into Cliniko without any efforts from their side. They won’t have to worry about missing out any important task or deadline because they will get notifications about any upcoming task automatically through integration between these two software systems. If users have multiple accounts in different social media websites like Facebook or Twitter, they can also use this integration to sort out unnecessary or duplicate information from their accounts easily without having to log into these accounts one by one. Due to this integration, they will not get distracted by irrelevant information while working on their work-related tasks. Users will also not have to search for emails manually because all the emails will be automatically added into Cliniko without any efforts from their side. Users will not have to worry about missing out any important email in their inboxes due to the automatic addition of emails into Cliniko every day. In short, integration between Cliniko and Smartsheet can save time for users by reducing the number of steps required to complete a task and by providing relevant information related to their work automatically without having to search for it manually.

    The process to integrate Cliniko and Smartsheet 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.