Integrate Odoo ERP Self Hosted with Cliniko
Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Cliniko
- No code
- No Credit Card
- Lightning Fast Setup
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
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 IntegrationsBest ways to Integrate Odoo ERP Self Hosted + Cliniko
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Odoo ERP Self Hosted + Cliniko
Create Contact to cliniko from New Calendar Event in Odoo ERP Self Hosted Read More...When this happens...
New Calendar Event
Then do this...
Create Contact
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Odoo ERP Self Hosted + Cliniko
Create Patient to cliniko from New Calendar Event in Odoo ERP Self Hosted Read More...When this happens...
New Calendar Event
Then do this...
Create Patient
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Odoo ERP Self Hosted + Cliniko
Create Contact to cliniko from New Note in Odoo ERP Self Hosted Read More...When this happens...
New Note
Then do this...
Create Contact
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Odoo ERP Self Hosted + Cliniko
Create Patient to cliniko from New Note in Odoo ERP Self Hosted Read More...When this happens...
New Note
Then do this...
Create Patient
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Odoo ERP Self Hosted + Cliniko
Create Contact to cliniko from New Lead/Opportunity in Odoo ERP Self Hosted Read More...When this happens...
New Lead/Opportunity
Then do this...
Create Contact
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Odoo ERP Self Hosted + Cliniko without coding knowledge. Start creating your own business flow.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Cancelled individual appointment
Triggered when an individual appointment is cancelled.
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Deleted individual appointment
Triggered when an individual appointment is deleted.
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New Patient
Trigger when a patient is created.
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New or Updated Contact
Triggered when a new contact is created or updated.
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New or updated group appointment
Triggered when a group appointments is created or updated.
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New or updated individual appointment
Triggered when an individual appointments is created or updated.
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New or updated patient
Triggered when a patient is created or updated.
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New or updated practitioner
Triggered when a practitioner is created or updated.
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Create Blog Post
Create a blog post
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
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Create Appointment
Creates a Appointment.
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Create Contact
Creates a Contact
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Create Patient
Creates a Patient Details.
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How Odoo ERP Self Hosted & Cliniko Integrations Work
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Step 1: Choose Odoo ERP Self Hosted as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Cliniko as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Odoo ERP Self Hosted to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Odoo ERP Self Hosted and Cliniko
Odoo ERP Self Hosted is a complete business management platform that can be configured to suit your requirements. It supports cloud deployment or self-hosting, and allows you to choose the modules you need for your business. Odoo ERP Self Hosted is a great choice for businesses of any size looking for a scalable, secure and easy-to-use platform.
Cliniko is a web-based electronic health record keeping application that helps you manage all aspects of medical practice. The online software has been designed as an alternative to paper records, enabling you to create customised templates and forms that will streamline your workflow and make it easier to communicate with patients and healthcare professionals. Cliniko also provides the tops to allow you to manage appointments, prescribe medication, manage referrals and make sure you fulfil all regulatory requirements.
In this section we will show how Odoo ERP Self Hosted can be integrated with Cliniko using the Advanced Integrations module from the Marketplace. This integration allows you to connect Cliniko to Odoo ERP Self Hosted, allowing you to synchronise data between the two systems. In addition, the integration will allow you to generate automated customer invoices in Odoo ERP Self Hosted based on selected information from Cliniko.
This section will provide a basic overview of how to use the integration and discuss some of the benefits of integrating Odoo ERP Self Hosted and Cliniko.
Using the Advanced Integrations module from the Marketplace, you can connect your Odoo ERP Self Hosted instance to Cliniko via an API token provided by Cliniko’s administrators. You can then set up a workflow that will automatically synchronise data between your two applications, for example by synchronising patient information, appointments and other records. Note. The Advanced Integrations module is only available for ODOO 10 and above.
You can also create an invoice template in Odoo ERP Self Hosted and make it available only to the users who have access to Cliniko, giving them the option to create invoices for their patients directly from the application. This saves time and ensures accuracy, as your staff can create invoices based on information already stored in Cliniko, such as appointment times and services that were performed during the appointment. It also helps you to ensure that patients are informed about their insurance coverages before they leave your facility or clinic.
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.
