?>

Trello + Cliniko Integrations

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

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

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

About Cliniko

Cliniko is a practice management system for clinics and allied health practitioners.

Cliniko Integrations

Best ways to Integrate Trello + Cliniko

  • Trello Cliniko

    Trello + Cliniko

    Create Contact from cliniko from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Cliniko Create Contact
  • Trello Cliniko

    Trello + Cliniko

    Create Patient from cliniko from Card Updated to Trello Read More...
    Close
    When this happens...
    Trello Card Updated
     
    Then do this...
    Cliniko Create Patient
  • Trello Cliniko

    Trello + Cliniko

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

    Trello + Cliniko

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

    Trello + Cliniko

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

    Trello + {{item.actionAppName}}

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

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

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • 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
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Trello & Cliniko Integrations Work

  1. Step 1: Choose Trello 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 Trello to Cliniko.

    (2 minutes)

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

Integration of Trello and Cliniko

Thank you for coming to this speech. Now, let me introduce myself. My name is Thomas, and I’m the manager of the front desk in our hotel. We are currently using Trello and Cliniko to manage our work processes.

Integration of Trello and Cliniko

The integration of Trello and Cliniko allows us to implement the best practices in customer service. We can use Trello to record all customer requests in our system, and then use Cliniko to analyze them. From there, we can identify trends in customer requests and use that information to improve our response times.

Benefits of Integration of Trello and Cliniko

We get a more efficient workflow with the integration of Trello and Cliniko. We can also get a lot of insights from customer requests. By organizing the requests on Trello, we can improve our customer service process. We don’t have to spend a lot of time on administrative tasks, because we’re able to automate them with Cliniko.

In conclusion, I’d like to thank you for listening to my speech about Trello and Cliniko. If you have any questions, feel free to ask me at the end of our meeting. Thank you.

Speech on How to Do Things Better with Trello and Cliniko

In this speech, I will talk about how Trello and Cliniko have helped us do things better in our business. I will be discussing how we use Trello for project management and how we use Cliniko for making workflow more efficient. I want to show you some examples of how we use these tops.

First of all, I want to talk about how we use Trello for project management here at our company. The first step is to create a new board on Trello. Then, we add cards with all projects listed on them. Each card has a title, description, start time, end time, and due date. We also add checklists to each card. These checklists help us keep track of different steps in each project. For example, we can add a checklist with five items on it and include items like “Registering for insurance” and “Planning the event” on it. We can complete these checklist items at any time during the project. Once we complete them, we can move the card to the next checklist item. Once we complete all checklist items, we can move the card to “Completed” list.

The second part of my presentation is about how we use Cliniko for making workflow more efficient in our organization. The first step is importing multiple lists into Cliniko from Trello board. You just need to select the Trello board that you want and click on Import button in Cliniko and you will see all lists and cards available in your Trello board. Then, you can add users in your Cliniko account and assign them to different lists based on their rpes and responsibilities in your organization. Next step is to add tasks or projects in Cliniko for each user assigned to the list so you can keep track of their progress. But remember not to overload users with too many tasks or projects because they may find it difficult to manage their work otherwise. The next step is assigning deadlines for each task or project so you can monitor if someone is behind schedule or ahead of schedule. The last thing you should do is to choose the right cpumns. For example, you can choose cpumns like “Due Date”, “Start Date”, “Task Status”, “Progress” etc., depending upon what kind of information you want to display on your dashboard page or reports page. Now you can see all your tasks or projects on your dashboard page or reports page separately for each user assigned to particular list. Also, you can see how much work has been done by each user by looking at their progress bar below each task or project title. And that’s all! All you need to do now is sit back and relax while Cliniko handles everything else.

Thank you for listening to my speech about how we use Trello and Cliniko for project management and workflow management at our company. If you have any questions about these tops feel free to contact me directly at [email protected] .com

The process to integrate Trello and Cliniko 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.