Cliniko Snov.io Integration using AI Agents
Appy Pie Automate allows you to Integrate Cliniko with Snov.io using AI Agents
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Simplify Cliniko Snov.io Integration with seamless setup
Easily set up Cliniko Snov.io Integration without coding. Start automating your workflows and Integrate Cliniko with Snov.io today.
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Cancelled individual appointment
Triggered 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 Patients Arrived
Triggered when a Patients Arrived
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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
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Email Opened
Triggers when a prospect opens your email (once per email).
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Link Clicked
Triggers when a prospect clicks a link in an email (once per email).
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New Reply
Triggers when a new reply from a prospect is received.
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Prospect Completed Campaign
Triggers when a campaign is completed for a prospect.
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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
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Add Email for Verification
This action adds an email for verification.
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Create Update Prospect
Creates / Updates a Prospects.
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Search Email
This action launches a search of emails by first name, last name, and domain name; collect search results through Collect Email
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Update Recipient Status
Change recipient's status in an email drip campaign.
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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.
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New Patients Arrived
Triggered when a Patients Arrived
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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.
-
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.
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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
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Email Opened
Triggers when a prospect opens your email (once per email).
-
Link Clicked
Triggers when a prospect clicks a link in an email (once per email).
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New Reply
Triggers when a new reply from a prospect is received.
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Prospect Completed Campaign
Triggers when a campaign is completed for a prospect.
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Cancel Appointment
Cancel the exiting appointment.
-
Create Appointment
Creates a Appointment.
-
Create Contact
Creates a Contact
-
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
-
Update Appointment
Update an existing appointment.
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Update Patient
Update a Patient Details
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Add Email for Verification
This action adds an email for verification.
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Create Update Prospect
Creates / Updates a Prospects.
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Search Email
This action launches a search of emails by first name, last name, and domain name; collect search results through Collect Email
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Update Recipient Status
Change recipient's status in an email drip campaign.
How Cliniko and Snov.io Integrations Work
Follow the steps below to start setting up your Cliniko integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Cliniko as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Snov.io as the action app from the list.
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Step 3: Authenticate
Connect your Snov.io account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Cliniko to Snov.io & your AI Agent is ready!
Popular Templates for Cliniko and Snov.io Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Update Prospect from snovio from Cancelled individual appointment to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Create Update Prospect
Update Recipient Status in snovio when New or Updated Contact is created in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Update Recipient Status
Add Email for Verification in snovio when Cancelled individual appointment is added to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Add Email for Verification
Update Recipient Status in snovio when Cancelled individual appointment is added to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Update Recipient Status
Add Email for Verification in snovio when New or Updated Contact is created in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Add Email for Verification
Search Email in snovio when New or Updated Contact is created in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Search Email
Create Update Prospect to snovio from New or Updated Contact in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Create Update Prospect
Search Email in snovio when Cancelled individual appointment is added to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Search Email
Add Email for Verification in snovio when Deleted individual appointment is added to cliniko
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When this happens:
Deleted individual appointment
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Then do this:
Add Email for Verification
Update Recipient Status in snovio when Deleted individual appointment is added to cliniko
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When this happens:
Deleted individual appointment
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Then do this:
Update Recipient Status
Search Email in snovio when Deleted individual appointment is added to cliniko
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When this happens:
Deleted individual appointment
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Then do this:
Search Email
Create Update Prospect from snovio from Deleted individual appointment to cliniko
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When this happens:
Deleted individual appointment
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Then do this:
Create Update Prospect
Add Email for Verification in snovio when New or updated group appointment is created in cliniko
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When this happens:
New or updated group appointment
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Then do this:
Add Email for Verification
Search Email in snovio when New or updated group appointment is created in cliniko
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When this happens:
New or updated group appointment
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Then do this:
Search Email
Create Update Prospect to snovio from New or updated group appointment in cliniko
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When this happens:
New or updated group appointment
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Then do this:
Create Update Prospect
Search Email in snovio when New or updated patient is created in cliniko
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When this happens:
New or updated patient
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Then do this:
Search Email
Update Recipient Status in snovio when New or updated patient is created in cliniko
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When this happens:
New or updated patient
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Then do this:
Update Recipient Status
Update Recipient Status in snovio when New or updated practitioner is created in cliniko
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When this happens:
New or updated practitioner
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Then do this:
Update Recipient Status
Update Recipient Status in snovio when New or updated group appointment is created in cliniko
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When this happens:
New or updated group appointment
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Then do this:
Update Recipient Status
Search Email in snovio when New or updated individual appointment is created in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Search Email
Update Recipient Status in snovio when New or updated individual appointment is created in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Update Recipient Status
Create Update Prospect to snovio from New or updated individual appointment in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Create Update Prospect
Create Update Prospect to snovio from New or updated patient in cliniko
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When this happens:
New or updated patient
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Then do this:
Create Update Prospect
Add Email for Verification in snovio when New or updated patient is created in cliniko
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When this happens:
New or updated patient
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Then do this:
Add Email for Verification
Search Email in snovio when New or updated practitioner is created in cliniko
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When this happens:
New or updated practitioner
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Then do this:
Search Email
Create Update Prospect to snovio from New or updated practitioner in cliniko
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When this happens:
New or updated practitioner
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Then do this:
Create Update Prospect
Add Email for Verification in snovio when New or updated individual appointment is created in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Add Email for Verification
Add Email for Verification in snovio when New or updated practitioner is created in cliniko
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When this happens:
New or updated practitioner
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Then do this:
Add Email for Verification
Add Email for Verification in snovio when New Patient is created in cliniko
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When this happens:
New Patient
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Then do this:
Add Email for Verification
Create Update Prospect to snovio from New Patient in cliniko
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When this happens:
New Patient
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Then do this:
Create Update Prospect
Update Recipient Status in snovio when New Patient is created in cliniko
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When this happens:
New Patient
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Then do this:
Update Recipient Status
Search Email in snovio when New Patient is created in cliniko
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When this happens:
New Patient
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Then do this:
Search Email
Add Email for Verification in snovio when Client Appointment Form is added to cliniko
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When this happens:
Client Appointment Form
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Then do this:
Add Email for Verification
Create Update Prospect from snovio from Client Appointment Form to cliniko
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When this happens:
Client Appointment Form
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Then do this:
Create Update Prospect
Search Email in snovio when Client Appointment Form is added to cliniko
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When this happens:
Client Appointment Form
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Then do this:
Search Email
Update Recipient Status in snovio when Client Appointment Form is added to cliniko
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When this happens:
Client Appointment Form
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Then do this:
Update Recipient Status
Add Email for Verification in snovio when New Product is created in cliniko
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When this happens:
New Product
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Then do this:
Add Email for Verification
Create Update Prospect to snovio from New Product in cliniko
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When this happens:
New Product
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Then do this:
Create Update Prospect
Search Email in snovio when New Product is created in cliniko
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When this happens:
New Product
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Then do this:
Search Email
Update Recipient Status in snovio when New Product is created in cliniko
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When this happens:
New Product
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Then do this:
Update Recipient Status
Add Email for Verification in snovio when New or updated treatment notes is created in cliniko
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When this happens:
New or updated treatment notes
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Then do this:
Add Email for Verification
Create Update Prospect to snovio from New or updated treatment notes in cliniko
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When this happens:
New or updated treatment notes
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Then do this:
Create Update Prospect
Search Email in snovio when New or updated treatment notes is created in cliniko
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When this happens:
New or updated treatment notes
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Then do this:
Search Email
Update Recipient Status in snovio when New or updated treatment notes is created in cliniko
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When this happens:
New or updated treatment notes
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Then do this:
Update Recipient Status
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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Snov.io is a sales automation platform combining lead generation, email verification, and email sending tools to streamline outreach.
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The integration between Cliniko and Snov.io 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 Snov.io. 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.
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While assessing the security of integrating Cliniko with Snov.io, 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-Snov.io 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 Snov.io 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.
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