Zoho Books + Cliniko Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Cliniko
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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 Zoho Books + Cliniko
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When this happens...
New Item
Then do this...
Create Contact
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When this happens...
New Item
Then do this...
Create Patient
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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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Zoho Books + Cliniko
Create Contact to cliniko from New Sales Invoice in Zoho Books Read More...When this happens...
New Sales Invoice
Then do this...
Create Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Cliniko without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order 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 Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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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.
How Zoho Books & Cliniko Integrations Work
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Step 1: Choose Zoho Books 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 Zoho Books 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 Zoho Books and Cliniko
There are many effective tops to help a small business owner. A common problem is finding an appropriate software to help manage their company. As a result, there are a lot of software available to assist their companies. There are many integrated software that help companies to save lots of money, increase efficiency and improve customer service and satisfaction. One of the most popular integrated software is Zoho Books and Cliniko. This article will discuss the advantages of using this combination of two software to improve the operation and effectiveness of a small business.
Integration of Zoho Books and Cliniko
The idea of using these two software together is to integrate them into one system. This allows the users of this software to manage their day to day operations easily and quickly. Before integrating these two software, users need to have both Zoho Books and Cliniko installed on their devices, then they can easily setup their accounts in both software. The next step is creating a client list in Cliniko, which automatically creates a client's list in Zoho Books. After all those steps, users can synchronize their data between the two software and they are able to view both their financial information and client details in one location.
Zoho Books is more detailed than Cliniko because it provides more information about the transactions that occurred in the company. While Cliniko only shows the amount of money spent on each individual client. The user can view the detailed information about their clients in Zoho Books but in Cliniko, they can only see the total amount that was spent for each client. The benefit of having these two integrated software together is that users don't have to switch from one program to another to view their financial information or client details. All activities are done in one place and made easier for users to manage their businesses better.
Benefits of Integration of Zoho Books and Cliniko
Using these two integrated software together has many benefits for small businesses. Some of them are listed below:
It is easy to learn how to use them. They are not hard to learn how to use because they are designed based on common business terms that anyone can understand easily. Their system contains the same interface so it is easy for users to move from one program to another without spending too much time learning the new functions.
They are free and easy to download. They don't cost anything at all because they are free for people to download and use as long as they have a Google account. These programs are easy to install and they don't take much time either. It only takes 10 minutes or less for these programs to be installed into a user's device.
They do not require any special hardware or software in order for them to work properly. Users do not need any special hardware or software in order for these programs to work properly. All they need is a computer, tablet or phone with internet connection and users can start using them right away without having to buy any other hardware or software first.
These programs can be used on various devices like a computer, phone or tablet so users do not have to carry a laptop everywhere they go if they want to access their financial information or client details. Just bring your phone or tablet with you and you can check your account info anytime and anywhere you want without having to struggle with heavy laptops or computers.
It is easy to make changes whenever needed. It is very easy for users to change things whenever needed because all information is stored in one place, which makes it very easy for users to analyze their expenses or projects easily whenever necessary.
In conclusion, using Cliniko and Zoho Books together will help small businesses manage their business better and increase their productivity tremendously by saving lots of time and effort by using the same interface that makes it easy for users to manage both their financials and clients' details from one place.
The process to integrate Zoho Books 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.
