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Microsoft Teams + Cliniko Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Teams and Cliniko

About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

About Cliniko

Cliniko is a practice management system for clinics and allied health practitioners.

Cliniko Integrations

Best Microsoft Teams and Cliniko Integrations

  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Add a Channel in Slack Whenever a New Channel is Created in Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Channel
     
    Then do this...
    Slack Create Channel
    Make your team collaboration more efficient by integrating your Microsoft Teams with Slack. Once you set this integration up, whenever a new channel is created in Microsoft Teams, Appy Pie Connect will automatically create a corresponding channel in Slack. This integration will help you keep all your team members on the same page and prevent any miscommunication or lack of collaboration.
    How this Microsoft Teams - Slack Integration Works
    • A new channel is created on Microsoft Teams
    • Appy Pie Connect automatically creates a corresponding channel on Slack
    What You Need
    • A Slack account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Set Slack Channel Topic When New Team Is Created On Microsoft Teams Read More...
    When this happens...
    Microsoft Teams New Team
     
    Then do this...
    Slack Set Channel Topic
    If you’re spending way too much time looking for information that you need to share with your team members in your Microsoft Teams, this integration is for you. You don’t need to learn programming, just integrate Slack with your Google Sheets and thereafter whenever a new team is created on Microsoft Teams, Appy Pie Connect will automatically update the indicated Slack channel's topic with the details you need to share with your team.
    How This Integration Works
    • A new team is created in Microsoft Teams
    • Appy Pie Connect automatically sets a new topic for a Slack Channel
    What is Needed for This Integration
    • A Slack account
    • A Microsoft Teams Account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Freshsales

    Microsoft Teams + Freshsales

    Create leads in Freshsales from new messages in a Microsoft Teams channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Freshsales Create Lead
    Set up this Freshsales - Microsoft Teams integration and we will automate the interaction between the two. After setting this integration up, whenever a message is posted in a channel on Microsoft Teams, Appy Pie Connect will create a new lead in Freshsales. Our automation platform lets you integrate Freshsales with Microsoft Teams without writing a single line of code.
    How This Freshsales – Microsoft Teams integration Works
    • A new message is posted in a channel on Microsoft Teams
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Freshsales account
    • A Microsoft Teams account
  • Microsoft Teams Slack

    Microsoft Teams + Slack

    Send a Message in Slack Private Channel Whenever a New Message is Posted in a Microsoft Teams Channel Read More...
    When this happens...
    Microsoft Teams New Message Posted to Channel
     
    Then do this...
    Slack Send Private Channel Message
    Set up this Microsoft Teams – Slack integration and we will automate the interaction between them. After setting this integration up, whenever a message is posted in Microsoft Teams Channel, Appy Pie Connect will send a notification message in your chosen private channel on Slack. So, keep both of your teams informed at all times by integrating your Microsoft Teams with Slack now.
    How This Integration Works
    • A new message is posted in a Microsoft Channel
    • Appy Pie Connect automatically shares that message on your Slack Private Channel
    What Is Needed for This Integration
    • A Microsoft Teams Account
    • A Slack Account
  • Microsoft Teams Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Teams {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Teams + Cliniko in easier way

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

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • 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.

    Actions
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Microsoft Teams & Cliniko Integrations Work

  1. Step 1: Choose Microsoft Teams as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Teams with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Cliniko as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Cliniko with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Teams and Cliniko

  • Microsoft Teams?
  • Microsoft Teams is a software that allows users to communicate and cplaborate with each other. It is an online portal that acts as a hub for all the company’s work. The software allows users to communicate and cplaborate with each other, and it supports cplaboration between co-workers, customers, and partners. It also provides intelligent tops and services that help teams be more productive and efficient.

  • Cliniko?
  • Cliniko is a cloud-based practice management system for medical and dental practices. It is a web-based platform that helps doctors and medical professionals manage patient data, appointments, schedules, billing, email marketing, and more. It offers various types of reports that help users analyze data. It has various features, including:

    Patient Management – Cliniko lets you view your patient’s medical history, immunization record, insurance information, medications, lab results, and more. It also allows you to view the immunization records of your patients’ children.

    Practice Management – You can use Cliniko to keep track of the number of hours spent on each patient each day, the payment status of each patient, and many other things.

    Email Marketing – This feature allows you to send newsletters to your patients to educate them about their health or remind them of their appointments.

    Payment Processing – Cliniko offers an integration with Stripe that allows you to accept credit card payments online.

    Bookkeeping – Cliniko allows you to create estimates, invoices, and receipts; schedule payments; make payments; reconcile bank statements; manage accounts; manage credit card payments; generate reports; and more.

    Appointment Scheduling – Cliniko makes it extremely easy for you to schedule appointments with your patients. You can create custom rules based on the preferences of each patient.

    Tracking Patient Calls – This feature lets you view all the records of phone calls made by patients using Cliniko.

    Scheduling – This feature allows you to schedule the appointments of patients according to their preferences. You can also create custom rules based on the preferences of your patients.

    Automated Billing – Cliniko has an automated billing system that generates bills automatically. You do not have to manually generate bills for your patients.

    Referral Management – This feature helps you keep track of the referrals you have made to other doctors or medical professionals. You can also see if your patients have referred any new patients to your clinic.

    Appointment Reminders – This feature sends reminders via SMS or email to patients who have forgotten their appointments. It even allows you to set up automatic reminders that are sent at different times before each appointment. You can also specify whether the reminders should be sent on weekdays or on weekends.

    Chat Functionality – This feature lets you communicate with your patients via chat. It also provides real-time notifications about your patients’ updates whenever they are working with the chat function of Cliniko. You can also share documents easily through chat.

    Custom Forms – This feature allows you to create custom forms for your patients. You can create forms for requesting refills, making payments, scheduling appointments, and more. These forms can include text boxes, check boxes, radio buttons, and drop down menus. You can also assign custom fields to these forms so that you know which fields your patients filled out during the course of the form submission process. You can then use this information to better serve your patients in future interactions with them. For example, if a patient forgot his address when he filled out a form requesting a refill, you can send him a reminder about it via email or text message because the field containing his address was already filled out in the form. Likewise, if a patient puts down incorrect information via a form (like his phone number), you will be able to fix this mistake by sending him (or her. a notification about it via email or text message.

    Document Sharing – This feature allows you to share documents with your patients securely and easily through secure links. The links expire after a certain amount of time (specified by you), ensuring that no one else can access such documents after that time period has expired (unless they know the link. This ensures that only those people who need access to those documents can access them without having to worry about unauthorized access by others.

    Google Calendar Integration – This feature allows you to integrate Google Calendar with Cliniko so that you can view your appointments on Google Calendar using a single click from within Cliniko. You can also sync multiple Google calendars so that your appointments from each calendar appear individually on Google Calendar without having to worry about overlapping events or appointments from different calendars interfering with each other. In addition, you can choose which calendar events should appear on Google Calendar automatically without having to manually select them every time the event happens. You can also update or cancel events from Google Calendar directly from within Cliniko by simply clicking ‘Update’ or ‘Delete’ under the event’s name, date, and time on Cliniko’s calendar page within Google Calendar. This makes it easier for you to stay organized and make changes quickly without having to spend much time going back and forth between Cliniko and Google Calendar repeatedly. This also ensures that your patients do not have to remember multiple dates and locations for their appointments, as everything is recorded in one place instead of separate locations. In addition, this feature allows you to view Google Calendar inside Cliniko itself instead of having to open up Google Calendar separately from within your browser each time you want to see your upcoming appointments or find out if an appointment has been canceled/rescheduled/updated/etc…This ensures the security of your data because it does not leave your computer until it reaches its intended destination (Google Calendar. Therefore, there is no chance that anyone could intercept sensitive data like credit card numbers or social security numbers when it is transmitted over the internet or stored in memory on your computer itself (which could happen if this data were stored locally in memory on your computer instead of being sent over the internet. Finally, this feature allows you to synchronize Google Contacts with Cliniko so that you do not have to spend time manually updating both systems when contact information changes (for example, when someone changes his/her phone number. Instead, making changes in Google Contacts automatically synchronizes with Cliniko’s database so that no information gets lost in translation between these two systems due to human error or technical issues with either system itself (which does happen sometimes. This ensures consistency in data across these two systems so that both systems reflect accurate information at all times. Hence, this feature helps prevent accidental misinformation from affecting the way these two systems operate when information gets lost in translation between them due to human error or technical issues with either system itself (both of which do happen every now and then. Therefore, this feature helps save time because manual updating goes away once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Instead, the updating process becomes automatic once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Hence, this feature helps save time because manual updating goes away once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Instead, the updating process becomes automatic once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. This ensures consistency in data across these two systems so that both systems reflect accurate information at all times. Hence, this feature helps prevent accidental misinformation from affecting the way these two systems operate when information gets lost in translation between them due to human error or technical issues with either system itself (both of which do happen every now and then. This ensures consistency in data across these two systems so that both systems reflect accurate information at all times. Hence, this feature helps prevent accidental misinformation from affecting the way these two systems operate when information gets lost in translation between them due to human error or technical issues with either system itself (both of which do happen every now and then. Therefore, this feature helps save time because manual updating goes away once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Instead, the updating process becomes automatic once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Hence, this feature helps save time because manual updating goes away once this feature is enabled for both systems invpved in this synchronization process (Cliniko’s database and Google Contacts. Instead, the updating process becomes automatic once this feature is enabled

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.