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Odoo CRM + Cliniko Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Cliniko

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Cliniko

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

Cliniko Integrations
Connect Odoo CRM + Cliniko in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Odoo CRM & Cliniko Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM 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 Odoo CRM and Cliniko

  • Odoo CRM?
  • Odoo is a cloud-based, open source business management software that allows its users to manage their sales, purchases, inventory, contacts, and other essentials in one platform. It is also known as Odoo CRM (Customer Relationship Management. and it is the only spution in the market that enables its users to add, edit, and update information about their customers, suppliers, and employees.

    Odoo is often compared with Salesforce and SAP because it has similar functions with these two platforms. However, Odoo has a unique feature which makes it stand out from the rest. Odoo’s products are free and open source, so users can modify the applications with ease. Users who want to work with Odoo can download its applications from www.odoo.com.

  • Cliniko?
  • Cliniko is an online medical practice management software that helps physicians and other healthcare professionals to maintain their patients’ records and schedule their appointments. Physicians and healthcare providers can use Cliniko’s built-in scheduler to schedule their appointments and track their patients’ health conditions. They can also create reports and analyze their medical data using Cliniko. Aside from scheduling and tracking patient’s medical condition, Cliniko also provides convenient tops for physicians and healthcare providers to communicate with their patients via emails, calls, texts, and video chat. Cliniko is compatible with multiple devices such as tablets, smartphones, laptops, and desktops.

  • Integration of Odoo CRM and Cliniko
  • Integrating Odoo CRM and Cliniko will enable healthcare providers to have a better view on their patients’ medical history. The integration between these two systems will allow healthcare providers to more easily send appointment requests to their patients through a message or a phone call. These two systems will also enable healthcare providers to easily update a patient’s medical history after diagnosing them. The integration between these two systems will not only help healthcare providers but it will also benefit their patients by allowing them to receive medical updates faster.

  • Benefits of Integration of Odoo CRM and Cliniko
  • The integration of Odoo CRM and Cliniko will be beneficial for both healthcare providers and their patients because it will allow healthcare providers to have a better view on their patients’ medical history. Healthcare providers will be able to easily send appointment requests to their patients through a message or a phone call because of the integration of these two systems. Furthermore, healthcare providers will also be able to easily update a patient’s medical history after diagnosing them because of the integration of these two systems. The integration of these two systems will not only help healthcare providers but it will also benefit their patients by allowing them to receive medical updates faster.

    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.