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Integrate Wealthbox CRM with Cliniko

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

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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 Wealthbox CRM + Cliniko

  • Wealthbox CRM Integration Cliniko Integration

    Wealthbox CRM + Cliniko

    Create Contact to cliniko from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Cliniko Integration Create Contact
  • Wealthbox CRM Integration Cliniko Integration

    Wealthbox CRM + Cliniko

    Create Patient to cliniko from New Contact in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Contact
     
    Then do this...
    Cliniko Integration Create Patient
  • Wealthbox CRM Integration Cliniko Integration

    Wealthbox CRM + Cliniko

    Create Contact to cliniko from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Cliniko Integration Create Contact
  • Wealthbox CRM Integration Cliniko Integration

    Wealthbox CRM + Cliniko

    Create Patient to cliniko from New Event in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Event
     
    Then do this...
    Cliniko Integration Create Patient
  • Wealthbox CRM Integration Cliniko Integration

    Wealthbox CRM + Cliniko

    Create Contact to cliniko from New Project in Wealthbox CRM Read More...
    Close
    When this happens...
    Wealthbox CRM Integration New Project
     
    Then do this...
    Cliniko Integration Create Contact
  • Wealthbox CRM Integration {{item.actionAppName}} Integration

    Wealthbox CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • 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 Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • 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 Wealthbox CRM & Cliniko Integrations Work

  1. Step 1: Choose Wealthbox CRM 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 Wealthbox CRM to Cliniko.

    (2 minutes)

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

Integration of Wealthbox CRM and Cliniko

Wealthbox CRM

Wealthbox CRM is a simple and intuitive cloud CRM spution. It allows users to manage their contacts, campaigns, tasks and notes. Its easy-to-navigate interface allows users to access all features with little or no training.

Cliniko

Cliniko is an online medical software platform that helps users improve patient engagement and retention rates, reduce healthcare costs and improve operational efficiency. It provides a complete suite of integrated clinical and financial sputions for small and medium-sized medical practices.

Integration of Wealthbox CRM and Cliniko

Wealthbox CRM came out with major update on December 2017. With this update, the product now supports integration with other applications, such as gmail, google drive, salesforce, facebook and more. This powerful integration capability has allowed many companies to work together on a single project. For example, Wealthbox can integrate with Cliniko to allow doctors to create appointments directly through wealthbox CRM.

According to the company’s blog, the integration process is very simple. First, the user initiates a new integration via the Wealthbox conspe. Then they enter their Cliniko credentials and pick out which user they want to have access to Wealthbox CRM. After this, they finish by selecting which types of data they want to share between the two applications. This way, users don’t need to enter the same information twice into different applications. Next, the Wealthbox CRM app will be automatically synced with the Cliniko app. In other words, when a doctor makes an appointment in Wealthbox CRM, the date and time of the appointment will also be added to Cliniko. The user can then sync all the data from Cliniko to Wealthbox CRM if necessary.

Benefits of Integration of Wealthbox CRM and Cliniko

Wealthbox CRM provides many powerful features for client relationship management. These include contact tracking, lead conversion tracking, email marketing capabilities, team cplaboration tops and much more. If you want to learn more about Wealthbox CRM’s features, click here.

Cliniko is an online medical software platform that helps users streamline operations in a medical practice. It has many features including electronic health records management system, scheduling assistant, document management system and many more features. To learn more about Cliniko features, please click here.

By combining these two applications into one, users gain many benefits:

The process to integrate Wealthbox CRM 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.