Integrating Podio with Cliniko by AI Agents and Assistants
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Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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 Podio + Cliniko without coding knowledge. Start creating your own business flow.
- Triggers
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Application UpdatedTriggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
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Item Deleted
Triggers when you delete an item.
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Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
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New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
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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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Create Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
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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 Podio & Cliniko Integrations Work
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Step 1: Choose Podio 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 Podio to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.