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Integrate pipelinedeals with Cliniko

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

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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 pipelinedeals + Cliniko

  • pipelinedeals Integration Cliniko Integration

    pipelinedeals + Cliniko

    Create Contact from cliniko from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Cliniko Integration Create Contact
  • pipelinedeals Integration Cliniko Integration

    pipelinedeals + Cliniko

    Create Patient from cliniko from list deal stages to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration list deal stages
     
    Then do this...
    Cliniko Integration Create Patient
  • pipelinedeals Integration Cliniko Integration

    pipelinedeals + Cliniko

    Create Contact to cliniko from New Company in pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration New Company
     
    Then do this...
    Cliniko Integration Create Contact
  • pipelinedeals Integration Cliniko Integration

    pipelinedeals + Cliniko

    Create Patient to cliniko from New Company in pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration New Company
     
    Then do this...
    Cliniko Integration Create Patient
  • pipelinedeals Integration Cliniko Integration

    pipelinedeals + Cliniko

    Create Contact from cliniko from get event categories to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals Integration get event categories
     
    Then do this...
    Cliniko Integration Create Contact
  • pipelinedeals Integration {{item.actionAppName}} Integration

    pipelinedeals + {{item.actionAppName}}

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    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect pipelinedeals + Cliniko in easier way

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Cliniko Integrations Work

  1. Step 1: Choose pipelinedeals 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 pipelinedeals to Cliniko.

    (2 minutes)

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

Integration of pipelinedeals and Cliniko

  • pipelinedeals?

Pipelinedeals is a platform that offers a wide range of services to its clients and besides that it also provides the integration of the famous and useful apps like Cliniko and Pipedrive. Technpogies like AngularJS, Ruby on Rails and Node.js are used in the development of the platform.

  • Cliniko?

Cliniko is a software which helps the therapists, doctors and physicians to maintain their health records. The app has already been integrated with pipelinedeals and it is expected to be launched soon. It will help the healthcare professionals to make better use of their time by keeping a record of their patients easily.

  • Integration of pipelinedeals and Cliniko

The integration of pipelinedeals and Cliniko will provide a lot of benefits to the users. Firstly, it will increase the efficiency of the clinicians by providing a simple way to track the appointments and also to share the information with other users who may have similar interests. Secondly, it allows the users to access their emails from one place which saves a lot of time for them. In addition, the users will be able to receive notifications from both applications which will not only save them from missing any important email but also from going to other websites for any other purpose. Thirdly, it allows the users to communicate with each other easily by sharing their contact details or by creating a group chat where they can discuss any issue or query that they have. Lastly, it allows the users to manage their profiles easily as they can create their group pages as well as view all the statistics related to their performance which will help them in improving their work efficiency.

  • Benefits of Integration of pipelinedeals and Cliniko

The benefits of integration of pipelinedeals and Cliniko include:

  • Users will be able to manage their customers’ information in an easy way because they will be able to integrate their customers’ information with their CRM software. This will help them in managing their customer database properly. b. The users will be able to receive notifications about their upcoming appointments with their clients or patients. This will help them in arranging their schedule according to their available time slots. c. They will be able to share documents with their clients or patients in an easy way because they will not need to check their emails before sharing the documents through emails. d. They will be able to communicate with each other effectively because they can create groups based on any particular area of interest which can help them in sharing information about that specific area only. e. They will be able to manage their profiles effectively because they will be able to see an overall picture about how many patients or clients they have attended in a week or month, how many new patients or clients they have recruited in a week or month, etc which will help them in improving their performance day by day. f. It will also help them in growing their business because they will be able to increase their sales by increasing their customer database in an effective manner which means that they will not need to spend more money on buying the customers’ details from some other third party website or application which saves them money in the long run. g. It will help them in attracting new customers by giving them an opportunity to advertise themselves on the social media platform without spending too much money on buying advertisements on some other third party website or application. h. It also allows the users to keep a track on their expenses so that they know how much they are spending on buying new clients or patients’ details from some other third party website or application which helps them in saving money for further investments for improving their business. i. It also allows the users to get connected with more people who are looking for similar things as they are looking for which helps them in making better decisions while choosing between different alternatives available in the market which increases the probability of getting success in their business. j. It also helps them in building a better relationship with current customers by sending reminders regarding payments using this application which helps them in saving time while trying to find out about payments made by various customers without having to call them individually or send multiple emails individually. k. It also helps them in managing their contacts more effectively because it allows them to add photos along with each contact number which helps them in remembering different contacts easily. l. It also helps them in reducing their time spent on finding out about their appointment timings and other contact details of different potential customers because all these details are stored within one single application instead of storing them separately in different places like reminder lists, Google calendar, etc which saves a lot of time for them so that they can spend more time on interacting with people who really want to buy their product or service. m. It also provides a better user interface than other applications available in the market because it has been designed and developed using advanced technpogies like AngularJS, Ruby on Rails and Node.js which makes it more attractive than others available in the market. n. It also helps the users in increasing their client base because it saves a lot of time for them while looking for new clients due to several reasons like. The users do not need to look for new clients individually since they can send invitations to all people who want similar kinds of services or products by creating groups using this application which makes it easier for them to find new clients without much wastage of time and efforts. The users do not need to spend money on buying new contacts from some other website or application since all contacts are linked directly with this application which saves money for the users which can be used for further improvements or growth of their business. o. It also helps the users in improving their productivity by allowing them to access emails from one single place instead of going here and there for different purposes thus reducing a lot of time for them so that they can use it efficiently for performing other necessary tasks related to their business growth. p. Lastly, it saves a lot of paper works because it allows the users to print off an invoice/receipt whenever they need it just by clicking on a button instead of wasting papers unnecessarily by writing down every detail manually which makes it easier for them to keep proper records of payments made by various clients and patients which saves a lot of time for them as well as reduces wastage of natural resources like trees. q. All these benefits make it obvious that this application is really a great top which can help people achieve a lot of success while running their own businesses. r. Besides all these benefits, integration of pipelinedeals and Cliniko also helps both applications in making better profits while providing quality services to its clients because it eliminates all unnecessary steps invpved while sharing information individually through emails or phone calls thus saving a lot of time for all parties invpved without compromising on quality at all levels which makes it more efficient from both ends while providing quality services to its clients. s. So, overall this integration will prove beneficial for both applications as well as its users because both applications stand to reap maximum benefits by providing quality services while saving time, effort and money at all levels thus making everyone happy at different levels (clinicians/therapists/doctors/physicians, patients/clients, consultants/consultants. t. This integration would definitely increase the popularity of both applications among its users if not at least give it a start towards gaining popularity among its target audience (medical professionals. u. Besides all these benefits, pipelinedeals mainly stands to gain huge profits by integrating Cliniko with its platform since pipelinedeals has already established itself as one of the most reliable applications available online today unlike Cliniko which is relatively new online but still gaining popularity among medical professionals due to its features like maintaining medical records, etc so integration of Cliniko with pipelinedeals is expected to increase its popularity even further thus helping pipelinedeals earn higher profits than before since it will definitely help pipelinedeals attract more customers than before thus increasing its revenue significantly over time due to more demand than supply resulting in increased prices per unit spd than before. But still if pipelinedeals manages it well then it may not even change the prices per unit spd but still may increase its profit margin significantly over time if not immediately after integrating Cliniko with its platform thus proving profitable for both pipelinedeals as well as Cliniko since both will benefit from each other’s popularity thereby helping each other grow exponentially over time. v. Overall this integration is likely to prove highly beneficial for both pipelinedeals as well as Cliniko because both stand to garner huge profits by providing quality services while saving time, effort and money at all levels thus making everyone happy at different levels (clinicians/therapists/doctors/physicians, patients/clients, consultants/consultants.
  • 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.