Did you know? Our team creates automation at no extra cost and provides support at any stage.

Get Started Free

Cliniko Microsoft Dynamics 365 Business Central Integration using AI Agents

Appy Pie Automate allows you to Integrate Cliniko with Microsoft Dynamics 365 Business Central using AI Agents

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart

20 Million man hours saved

Award Winning App Integration Platform

Simplify Cliniko Microsoft Dynamics 365 Business Central Integration with seamless setup

Easily set up Cliniko Microsoft Dynamics 365 Business Central Integration without coding. Start automating your workflows and Integrate Cliniko with Microsoft Dynamics 365 Business Central today.

How Cliniko and Microsoft Dynamics 365 Business Central Integrations Work

Follow the steps below to start setting up your Cliniko integrations using Appy Pie Automate: using Appy Pie Automate:

  1. Steps

    Step 1: Select Trigger

    Choose Cliniko as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Microsoft Dynamics 365 Business Central as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Microsoft Dynamics 365 Business Central account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Cliniko to Microsoft Dynamics 365 Business Central & your AI Agent is ready!

Popular Templates for Cliniko and Microsoft Dynamics 365 Business Central Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Cliniko Integration
  • Microsoft Dynamics 365 Business Central Integration

Create Customer to Microsoft Dynamics 365 Business Central from New or Updated Contact in cliniko

  1. When this happens:

    New or Updated Contact

  2. Then do this:

    Create Customer

Use template for free
  • Cliniko Integration
  • Microsoft Dynamics 365 Business Central Integration

Create Vendor to Microsoft Dynamics 365 Business Central from New or Updated Contact in cliniko

  1. When this happens:

    New or Updated Contact

  2. Then do this:

    Create Vendor

Use template for free
  • Cliniko Integration
  • Microsoft Dynamics 365 Business Central Integration

Create Item from Microsoft Dynamics 365 Business Central from Cancelled individual appointment to cliniko

  1. When this happens:

    Cancelled individual appointment

  2. Then do this:

    Create Item

Use template for free
  • Cliniko Integration
  • Microsoft Dynamics 365 Business Central Integration

Update Item in Microsoft Dynamics 365 Business Central when Cancelled individual appointment is added to cliniko

  1. When this happens:

    Cancelled individual appointment

  2. Then do this:

    Update Item

Use template for free
  • Cliniko Integration
  • Microsoft Dynamics 365 Business Central Integration

Create Employee to Microsoft Dynamics 365 Business Central from New or Updated Contact in cliniko

  1. When this happens:

    New or Updated Contact

  2. Then do this:

    Create Employee

Use template for free

Streamline Your Workflow with Appy Pie Automation

Frequently Asked Questions

  • What Is 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.

  • What Is Microsoft Dynamics 365 Business Central?

    Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

  • How Cliniko and Microsoft Dynamics 365 Business Central Integrations Work?

    The integration between Cliniko and Microsoft Dynamics 365 Business Central is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:

    • Connection Establishment: The first step is establishing a secure connection between Cliniko and Microsoft Dynamics 365 Business Central. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
    • Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
    • Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
    • Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
    • Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
    • Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.

  • Is the Integration Between Cliniko and Microsoft Dynamics 365 Business Central secure?

    While assessing the security of integrating Cliniko with Microsoft Dynamics 365 Business Central, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Cliniko-Microsoft Dynamics 365 Business Central integration:

    • Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
    • Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
    • Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
    • Data Storage Security: This ensures that the databases or storage systems used by Cliniko and Microsoft Dynamics 365 Business Central integration have adequate security measures.
    • User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.

  • What are AI Agents?

    AI Agents in Appy Pie Automate are smart tools designed to streamline workflows by automating repetitive tasks. They work on a trigger-action model, where a specific trigger event performs a predefined action . For example, receiving an email (trigger) can automatically save an attachment to cloud storage (action). These agents connect different apps, enabling easy data transfer and efficient task management. They help save time, reduce manual work, and boost productivity with minimal effort.

Page reviewed by Abhinav Girdhar  | Last Updated on December 8, 2024, 7:17 pm

All-in-one integration tool for web and mobile apps

Use the most powerful applications integration platform

Get Started Free
Book An Appointment