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Integrate Customerly with Cliniko

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Cliniko Integrations

Best ways to Integrate Customerly + Cliniko

  • Customerly  Integration Cliniko Integration

    Customerly + Cliniko

    Create Contact to cliniko from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Cliniko Integration Create Contact
  • Customerly  Integration Cliniko Integration

    Customerly + Cliniko

    Create Patient to cliniko from New Lead in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New Lead
     
    Then do this...
    Cliniko Integration Create Patient
  • Customerly  Integration Cliniko Integration

    Customerly + Cliniko

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

    Customerly + Cliniko

    Create Patient to cliniko from New User in Customerly Read More...
    Close
    When this happens...
    Customerly  Integration New User
     
    Then do this...
    Cliniko Integration Create Patient
  • Customerly  Integration Customerly  Integration

    Cliniko + Customerly

    Create or Update Lead to Customerly from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Customerly  Integration New or Updated Contact
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Customerly  Integration {{item.actionAppName}} Integration

    Customerly + {{item.actionAppName}}

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

It's easy to connect Customerly + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

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

How Customerly & Cliniko Integrations Work

  1. Step 1: Choose Customerly 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 Cliniko 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 Customerly to Cliniko.

    (2 minutes)

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

Integration of Customerly and Cliniko

Cliniko and Customerly are two of the top healthcare software providers in the world. Cliniko is a cloud-based practice management system which allows physicians to manage their patients’ medical records, schedule appointments, receive reimbursements for visits and more. Customerly is an online patient portal that provides patients with secure access to their medical information, send messages to their doctors, and allow doctors to view the medical records of their patients. Both of these software providers have been extremely successful and have been used by thousands of physicians worldwide. The integration of these two platforms has many benefits to both the physician and the patient.

Through integration, Cliniko and Customerly are able to provide better customer service to both patients and physicians. Integration eliminates the need to transfer medical records from one system to another while sharing patient information between the two systems. This increases the efficiency of both companies and gives them more time to focus on improving their software. Integration also gives physicians the ability to see all of their patients’ electronic medical records from one platform. In addition, it gives patients the ability to view their own medical records from one place and message their physician directly through the platform. This will save time and money for both parties since they are only paying for one subscription instead of two. For example, if a physician wants to use both Cliniko and Customerly, he or she can now do so by paying for a single subscription through Cliniko’s platform. Patients will also be able to access their records from one platform instead of having to log into multiple websites.

The integration of Cliniko and Customerly will improve efficiency and customer service. This will also save money for both parties by eliminating the need for separate subscriptions and allowing the use of one platform instead of two. The integration that is currently underway will continue to improve customer service without increasing costs.

The process to integrate Customerly and Cliniko 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.