Podio Cliniko Integration
Appy Pie Automate allows you to Integrate Podio with Cliniko using AI Agents
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Simplify Podio Cliniko Integration with seamless setup
Easily set up Podio Cliniko Integration without coding. Start automating your workflows and Integrate Podio with Cliniko today.
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Application Updated
Triggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
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Item Deleted
Triggers when you delete an item.
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Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
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New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
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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 appointment archived
Triggered when an individual appointments is archived.
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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 Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
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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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Application Updated
Triggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
-
Item Deleted
Triggers when you delete an item.
-
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
-
New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
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Cancelled individual appointment
Triggered when an individual appointment is cancelled.
-
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 appointment archived
Triggered when an individual appointments is archived.
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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 Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
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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 Podio and Cliniko Integrations Work
Follow the steps below to start setting up your Podio integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Podio 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 Podio to Cliniko & your AI Agent is ready!
Choose the app you want to Integrate with Podio and Cliniko
Popular Templates for Podio and Cliniko Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Appointment from cliniko from Application Updated to citrixpodio
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When this happens:
Application Updated
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Then do this:
Create Appointment
Create Contact from cliniko from Application Updated to citrixpodio
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When this happens:
Application Updated
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Then do this:
Create Contact
Create Patient from cliniko from Application Updated to citrixpodio
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When this happens:
Application Updated
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Then do this:
Create Patient
Stock Adjustment in cliniko when Application Updated is added to citrixpodio
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When this happens:
Application Updated
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Then do this:
Stock Adjustment
Create Appointment from cliniko from Comment Deleted to citrixpodio
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When this happens:
Comment Deleted
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Then do this:
Create Appointment
Streamline Your Workflow with Appy Pie Automation
FAQs on Podio Cliniko Integrations
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What Is Podio?
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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What Is 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.
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How Podio and Cliniko Integrations Work?
The integration between Podio 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 Podio 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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Is the Integration Between Podio and Cliniko secure?
While assessing the security of integrating Podio 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 Podio-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 Podio 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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