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Integrate Cliniko with Zendesk

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

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best ways to Integrate Cliniko + Zendesk

  • Cliniko Integration Zendesk Integration

    Cliniko + Zendesk

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

    Cliniko + Zendesk

    Update User in Zendesk when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Zendesk Integration Update User
  • Cliniko Integration Zendesk Integration

    Cliniko + Zendesk

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

    Cliniko + Zendesk

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

    Cliniko + Zendesk

    Update Ticket in Zendesk when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Cliniko Integration New or Updated Contact
     
    Then do this...
    Zendesk Integration Update Ticket
  • 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 + Zendesk in easier way

It's easy to connect Cliniko + Zendesk 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 Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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

How Cliniko & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of Cliniko and Zendesk

Cliniko is an online software for doctors, and Zendesk is a help desk software. Cliniko is used for scheduling the patient’s appointment, integration with other medical tops, and sending emails to patients. On the other hand, Zendesk is used for receiving the customer service requests, tracking the customer support cases, and maintaining the customers’ satisfaction. Clinicaliko and Zendesk have a very close feature that makes it possible to integrate them together. Therefore, Cliniko and Zendesk integration can be done by using Zendesk API to gain additional benefits.

Cliniko and Zendesk integration provides various benefits for the users of both softwares. Cliniko Zendesk integration mainly serves three purposes:

Integration of emailing system Integration of data sharing between two platforms Integration of cplaboration between employee and customers

Emailing system integration in Cliniko and Zendesk is one of the main advantages of Cliniko Zendesk integration. This function allows the user to communicate with the patients using a single email address. It helps to improve the efficiency of sending emails to customers. This is also a good way to make sure that all the customers can get the same message and at the same time. The emailing system integration in Cliniko and Zendesk can be set up using Zendesk API. This will allow users to receive any request from customers by email without any problem.

Data sharing between Cliniko and Zendesk is another main advantage of using Cliniko Zendesk integration. Using this function, users can easily share their data from one platform to another. Thus, the data from Cliniko can be imported to Zendesk for better management of customer list. In addition, users can also export their data from Zendesk to Cliniko if they want to manage their data more efficiently. This process can be done using Zendesk API.

Cplaboration between employees and customers in Cliniko and Zendesk is one of the key features of Cliniko and Zendesk integration. Using this feature, users are able to start working on a case by directly visiting the website and starting a case using their login account. This is also a good way to keep track of open cases in both sites at once. In this case, the user can create a ticket in Zendesk when he/she needs more information from the customer or vice versa. The benefit of working together is that one team works on it while the other team reviews it. As a result, there are fewer mistakes made during this process. For this process, you need to use Google API as well as Zendesk API.

In conclusion, Cliniko and Zendesk integration can be done by using Zendesk API to gain some benefits such as emailing system integration, data sharing between two platforms, and cplaboration between employee and customers.

The process to integrate Cliniko and Zendesk 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.