Integrate Vtiger with Cliniko
Appy Pie Connect allows you to automate multiple workflows between Vtiger and Cliniko
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Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 Vtiger + Cliniko
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When this happens...
New Contact
Then do this...
Create Contact
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When this happens...
New Contact
Then do this...
Create Patient
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When this happens...
New Product
Then do this...
Create Contact
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When this happens...
New Product
Then do this...
Create Patient
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When this happens...
New Event
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 Vtiger + Cliniko without coding knowledge. Start creating your own business flow.
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Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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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 Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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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 Vtiger & Cliniko Integrations Work
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Step 1: Choose Vtiger 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 Vtiger 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 Vtiger and Cliniko
Vtiger
Vtiger is a web application for managing email marketing campaigns and contacts, tracking conversions, and reporting on results.
Cliniko
Cliniko is a web application that allows healthcare professionals to manage their patients, appointments, and business.
Integration of Vtiger and Cliniko
Vtiger and Cliniko have been integrated since October 2014. Medical clinics now have access to the features of both products, which greatly simplify their business management. The integration helps medical clinics manage their patient information in one place, schedule appointments, send appointment reminders, and track patient activity.
Benefits of Integration of Vtiger and Cliniko
- One System for Contacts, Patients, and Appointments
Medical clinics can use Vtiger to manage their patient information and Cliniko to manage appointments. This gives clinics one system for managing their patients, contacts, and appointments. Clinicians do not need to jump back and forth between different systems for data entry anymore. They get the convenience of managing all their contact information in one place – Vtiger. Their patients can easily book an appointment with Cliniko from the same platform. Clinicians can also see how many people have booked an appointment with each clinician in the clinic. This helps them plan more effectively for their work days and avoid cancellations. Clients can even schedule fplow-up appointments directly from Cliniko.
- Improved Customer Service
With the integration, client service teams can easily create accounts and log in to view all their patient information anytime they wish, without needing the assistance of IT support staff. Cliniko also provides customer service teams with pertinent and up-to-date information about their customers. With this information clinicians can better serve their clients by knowing how long they have been in the clinic, what they usually prefer, what they usually order, and so on. This information is important because it helps clinicians deliver excellent customer service every time a client visits the clinic. In addition, Vtiger offers a built-in feedback manager allowing clinicians to respond to users’ feedback quickly and efficiently. This improves customer satisfaction and increases revenue.
- Ticketing System Integrated into Cliniko Appointment Booking
Vtiger’s ticketing system is integrated into Cliniko’s appointment booking system. When a client books an appointment via Cliniko, their wait time will be displayed on their screen immediately after scheduling the appointment. If the client does not see their wait time on the screen, he or she can easily check it in Vtiger as well. The integration of Vtiger and Cliniko also enables clinicians to set up SMS reminders for scheduled appointments automatically. This makes clients more likely to keep their appointments. Clients are no longer required to pick up tickets before coming to the clinic; they simply use the SMS reminder to check in when they arrive at the clinic instead. This saves clients time and ensures they do not miss their appointments while they are on their way to the clinic. Clinicians can also schedule fplow-up appointments directly from Cliniko without requiring any form of confirmation from clients first.
- Accessibility to Client Information for Anywhere Anytime
Clinicians can access all relevant information about their clients through a single dashboard regardless of where they are or whether they have an Internet connection. This saves time by eliminating the need to go back and forth between different systems for managing client information. For example, if a clinician wants to know how many clients are waiting in his or her lineup, he or she can simply log into Vtiger while waiting in line at Starbucks or while on a plane to New York City. He or she does not need to get out his or her laptop to check his or her lineup at the clinic or phone for updates from his or her cpleagues about his or her lineup status during a business trip. Furthermore, clinicians no longer need to call or email IT staff in order to integrate new patients into Vtiger’s database after a consultation consultation with a new patient has been made. They simply need to enter the new patient’s information into Cliniko and then connect Vtiger with Cliniko instantly at any time in the future should there be a need for doing so (like for sending emails marketing campaigns. This saves time for clinicians because they no longer need to inform IT staff about new patients; instead they simply enter new patient information into Cliniko and then connect Vtiger with Cliniko in case they want to send marketing emails later on down the road.
The process to integrate Vtiger 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.
