Integrating pipelinedeals with Cliniko by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between pipelinedeals and Cliniko
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PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
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 pipelinedeals + Cliniko without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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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 Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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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 pipelinedeals & Cliniko Integrations Work
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Step 1: Choose pipelinedeals 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 pipelinedeals to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.