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Harvest + Cliniko Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

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 Harvest + Cliniko

  • Harvest Cliniko

    Harvest + Cliniko

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

    Harvest + Cliniko

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

    Harvest + Cliniko

    Create Contact to cliniko from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    Cliniko Create Contact
  • Harvest Cliniko

    Harvest + Cliniko

    Create Patient to cliniko from New Project in Harvest Read More...
    Close
    When this happens...
    Harvest New Project
     
    Then do this...
    Cliniko Create Patient
  • Harvest Cliniko

    Harvest + Cliniko

    Create Contact to cliniko from New Client in Harvest Read More...
    Close
    When this happens...
    Harvest New Client
     
    Then do this...
    Cliniko Create Contact
  • Harvest {{item.actionAppName}}

    Harvest + {{item.actionAppName}}

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

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

    Triggers
  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

  • 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
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Harvest & Cliniko Integrations Work

  1. Step 1: Choose Harvest 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 Harvest to Cliniko.

    (2 minutes)

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

Integration of Harvest and Cliniko

In this article, I will try to describe the benefits of integrating Harvest and Cliniko. Harvest is an online time tracking application and Cliniko is a clinical trial management software. Both applications are created by different developers but there have been some changes in their working after integration. The biggest benefit of integration is that it saves time for the client and the administrator. The client can now use Cliniko which is already integrated with Harvest, so he does not need to use two different applications to track the time and data of his employees.

The integration of Harvest and Cliniko was a good decision for both companies because it saves a lot of time for both sides. The implementation of this integration was very simple. The first step was creating the Harvest API key and the process was described in the Harvest documentation. After that, creating a cliniko.com account was needed. Then, in the Harvest account settings, the login and API key provided by Cliniko was put in its correct place. After that, all users who were using Harvest needed to enter their personal Cliniko API keys. After that, they were able to see their Cliniko hours in Harvest.

In the future, when there are more features added to Cliniko, the integration between these two applications will be even better. One of the benefits of integration is that now the patient data can also be tracked in Harvest. This means that all data from Cliniko can be accessed in one place which saves a lot of time if the patient data is needed. Also, there is no need to create another database where this information is stored. Another benefit would be the ability to share patients between Harvest and Cliniko. Now it is possible to share all patients between them with just one click. Also, they will be able to share billing information from Cliniko with Harvest which makes it easier for the client to pay his employees as well. In addition, it will be possible to share employees between them as well which means that the client won’t lose any employee after changing from pd system to new one.

Integration of Harvest and Cliniko is a great idea which spves many problems. It saves time for the client and administration because it eliminates the need for using two different applications. If there will be more features added to Cliniko, the integration will be even better, for example sharing patients or employees between them. Although this integration has only been implemented recently, it has already saved a lot of time for both parties. If you are interested in this topic, you can read more about it at http://www.integration-of-harvest-and-cliniko.com/

The process to integrate 403 Forbidden and 403 Forbidden 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.