Cliniko + Copilot Integration
Connect Cliniko to Copilot in 1 click
Free forever.Use premium features free for 14 days.1.
Appointment is created in Cliniko- Attendee is created in Cliniko
- Patient is created in Cliniko
Payment is succeed in Copilot Instant- Client is created in Copilot Instant
- Client is updated in Copilot Instant
- Client is deleted in Copilot Instant
- Client is activated in Copilot Instant
- Client custom Field is updated in Copilot Instant
- Company is created in Copilot Instant
- Company is updated in Copilot Instant
- Company is deleted in Copilot Instant
- Contract is requested in Copilot Instant
- Contract is signed in Copilot Instant
- File is created in Copilot Instant
- File is updated in Copilot Instant
- File is deleted in Copilot Instant
- Folder is created in Copilot Instant
- Folder is updated in Copilot Instant
- Folder is deleted in Copilot Instant
- Form response is completed in Copilot Instant
- Internal user is created in Copilot Instant
- Internal user is deleted in Copilot Instant
- Invoice is created in Copilot Instant
- Invoice is updated in Copilot Instant
- Invoice is deleted in Copilot Instant
- Invoice is sent in Copilot Instant
- Invoice is paid in Copilot Instant
- Invoice is voided in Copilot Instant
- Message channel is created in Copilot Instant
- Message is sent in Copilot Instant
- Note is created in Copilot Instant
- Note is updated in Copilot Instant
- Note is deleted in Copilot Instant
- Notification is created in Copilot Instant
- Price is created in Copilot Instant
- Product is created in Copilot Instant
- Product is updated in Copilot Instant
- Task is created in Copilot Instant
- Task is updated in Copilot Instant
- Task is archived in Copilot Instant
- Task is deleted in Copilot Instant
- Task is completed in Copilot Instant
- Payment is failed in Copilot Instant
- Link is created in Copilot Instant
- Link is updated in Copilot Instant
- Link is deleted in Copilot Instant
- Subscription is created in Copilot Instant
- Subscription is canceled in Copilot Instant
2.
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Create Copilot(Under review) task for new Trackabi task
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Create Copilot(Under review) task for new Workbooks CRM contact
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Create Copilot(Under review) task for new Workbooks CRM task
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Create Copilot(Under review) task for new Zoho Expense customer
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Create Copilot(Under review) task for new MyGadgetRepairs task
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Cliniko
Cliniko is a cloud‑based practice management app for clinics and allied health practitioners—offering appointment scheduling, secure health records, billing and invoicing, telehealth, and multi‑location support.
Copilot
Copilot is a client portal platform for service businesses, offering tools for messaging, billing, e-signatures, file sharing, and custom apps—streamlining client management and collaboration.
