Integrating Agendor with Cliniko by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Agendor and Cliniko
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Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.
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.
Integrations for ClinikoIt's easy to connect Agendor + Cliniko without coding knowledge. Start creating your own business flow.
- Triggers
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Deal LostTriggers when a Deal (Negócio) is set as lost.
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Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
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Deal Won
Triggers when a Deal (Negócio) is set as won.
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New Deal
Triggers when a new Deal (Negócio) is created.
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New Organization
Triggers when a new Organization (Empresa) is created.
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New Person
Triggers when a new Person (Pessoa) is created.
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New Task
Triggers when a new Task (Tarefa/Comentário) is created.
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Updated Deal
Triggers when a Deal (Negócio) is edited
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Updated Organization
Triggers when an Organization (Empresa) is edited.
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Updated Person
Triggers when a Person (Pessoa) is edited.
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Cancelled individual appointmentTriggered when an individual appointment is cancelled.
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Client Appointment Form
Triggered when appointment form is created.
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Deleted individual appointment
Triggered when an individual appointment is deleted.
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New Invoice
Trigger when an invoice is created
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New Patient
Trigger when a patient is created.
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New Product
Trigger when a product is created.
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New Unavailable Blocks
Triggered when an unavailable blocks 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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New or updated treatment notes
Triggered when treatment notes is created or updated.
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Updated Invoice
Triggered when an invoice is updated
- Actions
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Cancel Appointment
Cancel the exiting appointment.
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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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Create Patient Attachment
Create patient attachment.
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Stock Adjustment
Creates a stock adjustments
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Update Appointment
Update an existing appointment.
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Update Patient
Update a Patient Details
How Agendor & Cliniko Integrations Work
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Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Automate.
(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 Agendor to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.