Integrating Vtiger with Cliniko by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Vtiger and Cliniko
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Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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 Vtiger + Cliniko without coding knowledge. Start creating your own business flow.
- Triggers
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Lead Created or UpdatedTriggers when a new lead is created or existing lead is updated.
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New Case
Triggers when a new Case created.
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New Contact
Triggers when a new Contact created.
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New Event
Triggers when a new Event created.
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New Invoice
Triggers when a new Invoice is created.
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New Lead
Triggers when a new Lead is created.
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New Organization
Triggers when a new Organization created.
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New Product
Triggers when a new Product created.
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New Service
Triggers when a new Service created.
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New Ticket
Triggers when a new Ticket is created.
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New Todo
Triggers when a new todo is created.
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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 Case
Creates a new Case.
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Create Event
Create a new Event in Vtiger.
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Create Organization
Creates a new Organization/Account/Company.
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Create Product
Creates a new Product in Vtiger.
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Create Project
Creates a new project.
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Create Service
Creates a new Service item in Vtiger.
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Create Ticket
Creates a new Ticket.
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Create Todo
Create a new To do in Vtiger.
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Create or Update Contact
Triggers when a new contact is created or existing lead is updated.
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Create or Update Lead
Creates or updates lead.
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Create or Update Product
Creates a new product or updates an existing product in Vtiger.
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Update Project
Updates an existing project in Vtiger.
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Update Todo
Update a selected todo in vtiger.
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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 Vtiger & Cliniko Integrations Work
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Step 1: Choose Vtiger 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 Vtiger to Cliniko.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.