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.
Cliniko is a practice management system for clinics and allied health practitioners.Cliniko Integrations
It's easy to connect Trello + Cliniko without coding knowledge. Start creating your own business flow.
Triggers the moment a Card is archived in your Trello account.
Triggers once a Card is moved to a Trello List within the same board.
Triggers the moment you update a Card in Trello.
Triggers on every new activity in Trello.
Triggers every time a new attachment is added on board, list or card in Trello.
Triggers when you add a new board in your Trello account.
Triggers when a new card is added.
Triggers every time a new checklist is created in Trello.
Triggers once a Comment is added to a Trello Card.
Triggers the moment you create a new label in Trello.
Triggers once you add a new label in a Trello Card.
Triggers whenever a new list is added on a board.
Triggers when a new card is added in Trello account.
Triggers the moment you receive a new notification in Trello.
Triggered when an individual appointment is cancelled.
Triggered when an individual appointment is deleted.
Trigger when a patient is created.
Triggered when a new contact is created or updated.
Triggered when a group appointments is created or updated.
Triggered when an individual appointments is created or updated.
Triggered when a patient is created or updated.
Triggered when a practitioner is created or updated.
Adds a new (or existing) checklist to a Trello card.
Adds an existing label to a specific card.
Adds one or multiple members to a specific Trello card.
Archives a card.
Complete an existing checklist Item in a Trello Card.
Creates a new board.
Creates a new card on a specific board and list.
Creates a new checklist item in a Trello card.
Creates a new comment to the specified Trello card.
Adds a new label to your chosen board.
Removes an existing checklist on a card.
Moves your selected card to a list on a specific board.
Delete an existing label from a Trello card.
Update a basic information of card such as name, description, due date, or position in list.
Creates a Contact
Creates a Patient Details.
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.
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.
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.