Square Cliniko Integration using AI Agents
Appy Pie Automate allows you to Integrate Square with Cliniko using AI Agents
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Simplify Square Cliniko Integration with seamless setup
Easily set up Square Cliniko Integration without coding. Start automating your workflows and Integrate Square with Cliniko today.
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New Appointment
Triggers when a new appointment is created.
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New Customer
Triggers when a new customeer occurred.
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New Order
Triggers when a new order is created.
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New Paid Invoice
Triggers when a invoice is paid is created
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New Transaction
Triggers when a new transaction is processed.
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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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Create Customer
Creates a customer.
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Create Order
Creates an order.
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Upsert Catalog Object
Creates or updates the target CatalogObject
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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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New Appointment
Triggers when a new appointment is created.
-
New Customer
Triggers when a new customeer occurred.
-
New Order
Triggers when a new order is created.
-
New Paid Invoice
Triggers when a invoice is paid is created
-
New Transaction
Triggers when a new transaction is processed.
-
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 Patients Arrived
Triggered when a Patients Arrived
-
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
-
Create Customer
Creates a customer.
-
Create Order
Creates an order.
-
Upsert Catalog Object
Creates or updates the target CatalogObject
-
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.
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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 Square and Cliniko Integrations Work
Follow the steps below to start setting up your Square integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Square as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Cliniko as the action app from the list.
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Step 3: Authenticate
Connect your Cliniko account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Square to Cliniko & your AI Agent is ready!
Popular Templates for Square and Cliniko Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Contact to cliniko from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Contact
Create Patient to cliniko from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Patient
Create Patient to cliniko from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Patient
Create Contact to cliniko from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Contact
Create Appointment to cliniko from New Appointment in SquareUp
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When this happens:
New Appointment
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Then do this:
Create Appointment
Create Contact to cliniko from New Appointment in SquareUp
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When this happens:
New Appointment
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Then do this:
Create Contact
Create Patient to cliniko from New Appointment in SquareUp
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When this happens:
New Appointment
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Then do this:
Create Patient
Stock Adjustment in cliniko when New Appointment is created in SquareUp
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When this happens:
New Appointment
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Then do this:
Stock Adjustment
Create Appointment to cliniko from New Customer in SquareUp
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When this happens:
New Customer
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Then do this:
Create Appointment
Stock Adjustment in cliniko when New Customer is created in SquareUp
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When this happens:
New Customer
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Then do this:
Stock Adjustment
Create Appointment to cliniko from New Order in SquareUp
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When this happens:
New Order
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Then do this:
Create Appointment
Create Contact to cliniko from New Order in SquareUp
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When this happens:
New Order
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Then do this:
Create Contact
Create Patient to cliniko from New Order in SquareUp
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When this happens:
New Order
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Then do this:
Create Patient
Stock Adjustment in cliniko when New Order is created in SquareUp
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When this happens:
New Order
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Then do this:
Stock Adjustment
Create Appointment to cliniko from New Paid Invoice in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Create Appointment
Create Contact to cliniko from New Paid Invoice in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Create Contact
Create Patient to cliniko from New Paid Invoice in SquareUp
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When this happens:
New Paid Invoice
-
Then do this:
Create Patient
Stock Adjustment in cliniko when New Paid Invoice is created in SquareUp
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When this happens:
New Paid Invoice
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Then do this:
Stock Adjustment
Create Appointment to cliniko from New Transaction in SquareUp
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When this happens:
New Transaction
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Then do this:
Create Appointment
Stock Adjustment in cliniko when New Transaction is created in SquareUp
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When this happens:
New Transaction
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Then do this:
Stock Adjustment
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Square is the free point-of-sale app that lets you sell anywhere and any way your customers want to buy. You can run your business more safely with contactless and remote payments through the Point of Sale app.
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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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The integration between Square and Cliniko 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 Square and Cliniko. 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 Square with Cliniko, 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 Square-Cliniko 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 Square and Cliniko 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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