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Integrate Microsoft Dynamics 365 Business Central with Cliniko

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Cliniko

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

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 Microsoft Dynamics 365 Business Central + Cliniko

  • Microsoft Dynamics 365 Business Central Integration Cliniko Integration

    Microsoft Dynamics 365 Business Central + Cliniko

    Create Contact to cliniko from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics 365 Business Central Integration Cliniko Integration

    Microsoft Dynamics 365 Business Central + Cliniko

    Create Patient to cliniko from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Dynamics 365 Business Central Integration Cliniko Integration

    Microsoft Dynamics 365 Business Central + Cliniko

    Create Contact to cliniko from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics 365 Business Central Integration Cliniko Integration

    Microsoft Dynamics 365 Business Central + Cliniko

    Create Patient to cliniko from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Cliniko Integration Create Patient
  • Microsoft Dynamics 365 Business Central Integration Cliniko Integration

    Microsoft Dynamics 365 Business Central + Cliniko

    Create Contact to cliniko from New Employee in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Employee
     
    Then do this...
    Cliniko Integration Create Contact
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Cliniko in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • 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 Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • 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 Microsoft Dynamics 365 Business Central & Cliniko Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Microsoft Dynamics 365 Business Central to Cliniko.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Cliniko

  • Microsoft Dynamics 365 Business Central?
  • Microsoft Dynamics 365 Business Central is a business management software that is developed by Microsoft. It is a cloud-based business management platform for small and medium-sized businesses. It integrates tops such as customer relationship management, business intelligence, and supply chain management in a single system.

  • Cliniko?
  • Cliniko is an online health management software that offers the benefits of medical billing, appointment scheduling, and electronic health records to healthcare providers. With Cliniko, healthcare providers can easily manage their practice online. Cliniko provides services to doctors in the United States and Canada.

  • Integration of Microsoft Dynamics 365 Business Central and Cliniko
  • Microsoft Dynamics 365 Business Central and Cliniko can be integrated with each other as they offer the same services to their customers. The integration of these two softwares will help healthcare providers in managing their practice better. For instance, with the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to send appointment scheduling notifications to their patients through email. Thus, patients will be able to easily book appointments with their healthcare provider online. This will save time on both the part of the patient and the healthcare provider. Furthermore, with the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to see their patient’s medical history and health records on their online account with Cliniko. This will help them stay updated about their patient’s health. Moreover, with the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to analyze their business data more efficiently. This will enable them to improve their business processes. Finally, with the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to improve their market reach through their online presence. As it is evident from the above discussion on the benefits of integration of Microsoft Dynamics 365 Business Central and Cliniko, there are many advantages of integrating these two softwares. Hence, it makes sense for healthcare providers to integrate these two softwares to improve their practices.

  • Benefits of Integration of Microsoft Dynamics 365 Business Central and Cliniko
  • The fplowing are some of the benefits of integration of Microsoft Dynamics 365 Business Central and Cliniko:

    • Healthcare providers can manage their practice better with the integration of Microsoft Dynamics 365 Business Central and Cliniko. They can access all their patient’s information at one place with this integration. This would also make it easy for them to know about their patient’s health.
    • With the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to send appointment scheduling notifications to their patients in an effective manner. Patients will be able to book appointments with their healthcare provider online by receiving these notifications through email. This would save time on both parts of the patient and the healthcare provider. Furthermore, healthcare providers will be able to save time by accessing all patient’s information through one place i.e., Microsoft Dynamics 365 Business Central. They will not need to log into different websites for this purpose then.
    • Through the integration of Microsoft Dynamics 365 Business Central and Cliniko, healthcare providers will be able to stay updated about their patient’s health through a centralized database i.e., Cliniko. Hence, they will not need to refer different websites for this purpose then. Furthermore, they will be able to analyze their business data more efficiently with this integration. They would be able understand how they should improve their business processes to provide better services to their customers. Finally, healthcare providers will be able to improve their market reach through an online presence with the integration of Microsoft Dynamics 365 Business Central and Cliniko.

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