Integrating Cliniko with Microsoft Excel by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Cliniko and Microsoft Excel

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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.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Integrations for Microsoft Excel
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Connect Cliniko + Microsoft Excel in easier way

It's easy to connect Cliniko + Microsoft Excel without coding knowledge. Start creating your own business flow.

  • Triggers
  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Client Appointment Form

    Triggered when appointment form is created.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Invoice

    Trigger when an invoice is created

  • New Patient

    Trigger when a patient is created.

  • New Product

    Trigger when a product is created.

  • New Unavailable Blocks

    Triggered when an unavailable blocks is created

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

  • New or updated treatment notes

    Triggered when treatment notes is created or updated.

  • Updated Invoice

    Triggered when an invoice is updated

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Actions
  • Cancel Appointment

    Cancel the exiting appointment.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

  • Create Patient Attachment

    Create patient attachment.

  • Stock Adjustment

    Creates a stock adjustments

  • Update Appointment

    Update an existing appointment.

  • Update Patient

    Update a Patient Details

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Cliniko & Microsoft Excel Integrations Work

  1. Step 1: Choose Cliniko as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Cliniko to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:43 pm
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