PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
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.
Cliniko IntegrationsIt's easy to connect PandaDoc + Cliniko without coding knowledge. Start creating your own business flow.
Triggers when a document is completed.
Triggers when a document is paid.
Triggers when a document is sent.
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
Triggered when an individual appointment is cancelled.
Triggered when appointment form is created.
Triggered when an individual appointment is deleted.
Trigger when an invoice is created
Trigger when a patient is created.
Trigger when a product is created.
Triggered when an unavailable blocks is created
Triggered when a new contact is created or updated.
Triggered when a group appointments is created or updated.
Triggered when an individual appointments is created or updated.
Triggered when a patient is created or updated.
Triggered when a practitioner is created or updated.
Triggered when treatment notes is created or updated.
Triggered when an invoice is updated
Creates a document from a templates.
Send a document.
Cancel the exiting appointment.
Creates a Appointment.
Creates a Contact
Creates a Patient Details.
Create patient attachment.
Creates a stock adjustments
Update an existing appointment.
Update a Patient Details
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)