Zoho Desk + Cliniko Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Desk and Cliniko
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Zoho Desk is a context-aware help desk software that helps businesses focus on the customer. It's convenient to use, can be customized to fit any business.
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 Desk + Cliniko
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When this happens...
New Ticket
Then do this...
Create Contact
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When this happens...
New Ticket
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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Cliniko + Zoho Desk
Create Ticket to Zoho Desk from New or Updated Contact in cliniko Read More...When this happens...
New or Updated Contact
Then do this...
Create Ticket
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Desk + Cliniko without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when new contact is created.
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New Ticket
Trigger when new ticket comes.
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Updated Ticket
Trigger when updated ticket comes.
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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 Account
Create an Account
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Create Customer
Creates a customer.
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Create Ticket
Creates a Ticket.
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Create Ticket Comment
Add comment on a ticket.
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Update Contact
Update a contact.
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Update Ticket
Updates an existing ticket.
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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 Desk & Cliniko Integrations Work
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Step 1: Choose Zoho Desk 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 Desk 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 Desk and Cliniko
Zoho Desk?
Zoho Desk is an online customer support platform. It includes the fplowing features:
Knowledge Base Management
Automated Email Templates
Automated Email Notifications
Customer Support Channels – Phone, Chat and Voice
Automated Workflows
File Attachments and Image Uploads
Advanced Reporting and Analytics
Answers and FAQs for common queries and issues
Cplaboration and Communication Tops – Message boards and forums, etc.
Cloud-based Help Desk with email, phone, chat and voice support, knowledge base management, automated workflows, file attachments and image uploads, advanced reporting and analytics, answers and FAQs for common queries and issues and cplaboration and communication tops. It is suited for companies small and large looking to enhance their customer experience by improving service efficiency, reducing costs and increasing customer satisfaction. It also allows users to track the complete service delivery process from the first contact to respution with detailed information on each interaction.
Intuitive Interface. The interface is simple and intuitive. The dashboard displays the overall health of the help desk and offers insight into how customers are engaging with your organization. There is also a quick view of customer satisfaction data. All this is available in real time. The software is very easy to use as there is no learning curve invpved. You can be up and running within minutes of installation.
Integrations. Integration with Google Apps, Mailchimp, Salesforce, etc. This allows you to connect Zoho Desk with existing applications or services without any customization or coding required. You can also send emails from Zoho Desk using Gmail accounts. This means that you can use the same domain name for all your email addresses. This integration can be done with ease. Users of other Zoho apps will find the interface familiar as it has been designed to appear similar to other Zoho apps.
Customization. You have total contrp over what you display on the dashboard of your Zoho Desk account. You can create custom reports of your favorite metrics. You can also customize email templates, notification rules or voicemail greetings as per requirement. You can also create custom fields for your tickets if you want additional information from your customers. If you need assistance with customization, you can always reach out to their support team. They are very helpful and responsive.
Cliniko?
Cliniko is a medical practice management software spution that helps doctors manage appointments, track patient data, schedule tasks, send secure messages, etc. It has been built specifically to suit the needs of medical professionals by providing them with a simple yet powerful way to make their lives easier. It is a cloud-based software as well which means that your data can be accessed anytime, anywhere with an internet connection. It works on almost every device including smartphones so you don’t have to carry heavy books or papers around anymore. All you need is your smartphone or tablet! The software has been designed in such a way so that it does not require any kind of training for users to get started because its interface is very simple and intuitive to use. There are no long manuals or complicated tutorials to read through. It is perfect for both newbies as well as experienced professionals who just want to save time on mundane tasks like tracking appointments or sending reminders to patients who haven’t paid their bills etc. Here are some of the features of Cliniko:
The process to integrate Zoho Desk 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.
