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Expensify + Cliniko Integrations

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

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About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

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 Expensify + Cliniko

  • Expensify Expensify

    Cliniko + Expensify

    Export Report to PDF in Expensify when New or Updated Contact is created in cliniko Read More...
    Close
    When this happens...
    Expensify New or Updated Contact
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Cliniko + Expensify

    Create Expense Report to Expensify from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Expensify New or Updated Contact
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Cliniko + Expensify

    Create Single Expense to Expensify from New or Updated Contact in cliniko Read More...
    Close
    When this happens...
    Expensify New or Updated Contact
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Cliniko + Expensify

    Export Report to PDF in Expensify when Cancelled individual appointment is added to cliniko Read More...
    Close
    When this happens...
    Expensify Cancelled individual appointment
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Cliniko + Expensify

    Create Expense Report from Expensify from Cancelled individual appointment to cliniko Read More...
    Close
    When this happens...
    Expensify Cancelled individual appointment
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

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

It's easy to connect Expensify + Cliniko 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 Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Expensify & Cliniko Integrations Work

  1. Step 1: Choose Expensify 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 Expensify to Cliniko.

    (2 minutes)

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

Integration of Expensify and Cliniko

The two companies that I chose to write about are Expensify and Cliniko. The reasons that I chose them are because they both offer excellent services. Cliniko is an online health care management platform which allows users to manage the entire health care experience. It has a mobile app so users can access information on the go. Cliniko also has a web app so users can access information from anywhere. Expensify is an expense reporting top that helps small businesses track expenses, by using the service the business owners can save time and increase productivity. When using Expensify, employees can submit receipts for reimbursement through the app. Client’s can also manage their finances by using Expensify’s dedicated web app.

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Expensify is an application that was created in 2009. Since its creation, it has expanded to more than 9,000 companies worldwide. Cliniko is an online platform that was created in 2012. It has four main categories, these categories are Medical, Billing, Care Plans, and Insurance. Cliniko also offers integrations with different products, including Google Drive, Dropbox, Evernote, Salesforce, Stripe, Crunchbase, Twitter, Mailchimp, Slack, Zendesk, and others.

Integration of Expensify and Cliniko

One of the best features of Cliniko is its integrations with other products. There are plenty of integrations, so the user doesn’t have to switch between different apps to get all the information they need. For example, if a clinician wants to add a patient to their account they can add them through the “Add patients” tab in their user settings. When adding a new patient there are certain fields that need to be filled out; some of these fields include “Name” and “Medical ID” (Cliniko. Another example of an integration is Cliniko’s integration with Mailchimp; the integration allows clinicians to export data from Cliniko and import it into Mailchimp (MDigitalLife. This integration makes it easy for clinicians to send newsletters and weekly reports to their customers. These integrations allow customers to get all the information they need in one place.

Benefits of Integration of Expensify and Cliniko

  • Can be used together on mobile devices. The app for Cliniko is compatible with all mobile devices, including Android and iOS devices (Cliniko. All of these devices can be used at the same time because there is an application for both businesses and employees. Both apps can be used on mobile devices because they work together and give each user access to the same information.
  • Programs for employers. One of the programs that Cliniko offers is a program for employers. In this program employers can add their employees to their accounts and keep track of their health care information (Cliniko. The employer can add patients by inputting their name and medical ID number in their user settings (Cliniko. Once this is done the employer cannot be removed from the employee’s account unless the employee chooses to remove them (Cliniko.
  • Integrates with other products. Cliniko integrates with various products including Google Drive, Dropbox, Evernote, Salesforce, Stripe, Crunchbase, Twitter, Mailchimp, Slack, Zendesk, and many others (Cliniko. Cliniko’s integrations allow users to get all of their information in one place rather than having to switch between multiple applications.

The process to integrate Expensify 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.