Integrate PandaDoc with Cliniko

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

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About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

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 PandaDoc and Cliniko Integrations

  • PandaDoc Integration Cliniko Integration

    PandaDoc + Cliniko

    Create Contact from cliniko from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Cliniko Integration Create Contact
  • PandaDoc Integration Cliniko Integration

    PandaDoc + Cliniko

    Create Patient from cliniko from Document Status Changed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Status Changed
     
    Then do this...
    Cliniko Integration Create Patient
  • PandaDoc Integration Cliniko Integration

    PandaDoc + Cliniko

    Create Contact from cliniko from Document Completed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Completed
     
    Then do this...
    Cliniko Integration Create Contact
  • PandaDoc Integration Cliniko Integration

    PandaDoc + Cliniko

    Create Patient from cliniko from Document Completed to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Completed
     
    Then do this...
    Cliniko Integration Create Patient
  • PandaDoc Integration Cliniko Integration

    PandaDoc + Cliniko

    Create Contact from cliniko from Document Sent to PandaDoc Read More...
    Close
    When this happens...
    PandaDoc Integration Document Sent
     
    Then do this...
    Cliniko Integration Create Contact
  • PandaDoc Integration {{item.actionAppName}} Integration

    PandaDoc + {{item.actionAppName}}

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

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

    Triggers
  • Document Completed

    Triggers when a document is completed.

  • Document Paid

    Triggers when a document is paid.

  • Document Sent

    Triggers when a document is sent.

  • Document Status Changed

    Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.

  • 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 Document

    Creates a document from a templates.

  • 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 PandaDoc & Cliniko Integrations Work

  1. Step 1: Choose PandaDoc 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 PandaDoc to Cliniko.

    (2 minutes)

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