Zoho Cliq + Cliniko Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Cliq and Cliniko
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Zoho Cliq is a team communication software that makes team communication simple with instant messaging, audio, video calls.
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 Cliq + Cliniko
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When this happens...
New Chat
Then do this...
Create Contact
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When this happens...
New Chat
Then do this...
Create Patient
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When this happens...
New Channel
Then do this...
Create Contact
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When this happens...
New Channel
Then do this...
Create Patient
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Cliniko + Zoho Cliq
Broadcast a Bot Message in Zoho Cliq when New or Updated Contact is created in cliniko Read More...When this happens...
New or Updated Contact
Then do this...
Broadcast a Bot Message
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Cliq + Cliniko without coding knowledge. Start creating your own business flow.
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New Channel
Triggers when a new Channel is created.
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New Chat
Triggers when a new chat 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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Broadcast a Bot Message
Send a message to all subscribers of the bot.
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Send Channel Message
Send message to a channel in which you have joined.
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Send Direct Message
Send a direct message to a contact or an user in your Organization.
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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 Cliq & Cliniko Integrations Work
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Step 1: Choose Zoho Cliq 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 Cliq 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 Cliq and Cliniko
Zoho Cliq?
Zoho Cliq is an integrated business management software package which includes accounting, CRM, Project Management, Business Analytics and Email Marketing. The Zoho Cliq product suite allows you to manage your business with ease. You can measure your ROI on various channels of marketing using the customer analytics feature, track everything that’s important for your business using Zoho Cliq’s CRM top.
Cliniko?
Cliniko is a free online Private Medical Practice software which helps you to become more organized, save time and make more money. It has all the features of a full medical practice management system at no cost to you!
Integration of Zoho Cliq and Cliniko
Zoho Cliq integrates with Cliniko in several ways.
Medical Practice Management Software Integration with the CRM of Zoho Cliq
The CRM module of Zoho Cliq enables you to manage your existing customers and new prospects. It lets you build customer profiles, track their interactions with your business, send them electronic newsletters, create custom search forms to gather information from them, etc. This way you can easily grow your practice. If you use Cliniko’s patient scheduling feature, you can connect it with Zoho Cliq’s CRM section via the Cliniko API. Your patients will be able to update their appointments directly from the Zoho Cliq interface. Using this appointment booking feature in combination with Cliniko will save you a lot of time in managing your schedule.
Integration of Salesforce with Zoho Cliq
Salesforce is one of the most popular, comprehensive and powerful CRM software packages available in the market today. However, it does not have any integrated billing/invoicing functionality. Zoho Cliq integrates with Salesforce in two ways:
Integration of Salesforce with Zoho Invoice
Zoho Invoices gives you a powerful invoicing spution. You can create invoices in a variety of ways including bulk uploads, manual input etc. Having created an invoice using Zoho Invoices, you can then integrate it with Salesforce using the Salesforce integration plugin provided by Zoho. Once integrated, your invoices will automatically get imported into Salesforce where your accounts receivable team can use them as reference documents. This integration helps you save time as well as money as you will not have to manually enter data into Salesforce as well as Salesforce will also help you avoid errors that may creep into manual data entry.
Integration of Zoho Billing with Salesforce
Zoho Billing is an integrated bill processing and payment spution which allows you to create and send customized invoices to your clients digitally and let them pay online. Once an invoice is created using Zoho Billing, it can be easily sent to Salesforce thanks to its integration with Salesforce. You can also create reports and analyze your billings using these tops.
Integration between Zoho Invoice and Cliniko
Zoho Invoice integrates with Cliniko via the Cliniko API. You can import your clients from Cliniko into Zoho Invoice or export your clients from Zoho Invoice into Cliniko. This way you can take care of all your billing needs using just one top. Cliniko!
Integration between Cliniko and Zoho Projects and Zoho Books Accounting Software
Zoho Projects and Zoho Books are integrated with Cliniko via the Cliniko API so that they can receive appointment bookings from it and export reports about appointments into it. This integration allows you to manage your time as well as your finances better as well as streamline your practice management processes. All data from appointments booked through Cliniko will be shown in the Scheduler within the Zoho Projects app as well as in the reports created from within Zoho Books accounting software.
The process to integrate Zoho Cliq 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.
