Connect and Integrate
PandaDoc with Cliniko

Connect PandaDoc to Cliniko and watch how much smoother your workflows can become with automation.

Easy Steps to Connect
PandaDoc and Cliniko

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Select a trigger in PandaDoc

Choose an event in PandaDoc like “New event in PandaDoc,” to set off your automation.

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Automate an Action in Cliniko

Connect your Cliniko account and select an action like “Take action in Cliniko” to make your work flow.

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Customize the Workflow

Build your PandaDoc - Cliniko automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect PandaDoc and Cliniko
to Automate these Workflows

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Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

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Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

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Update HubSpot Deals with completed PandaDoc Documents

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About PandaDoc

PandaDoc is a powerful document automation platform for creating, managing, and e-signing documents. With drag-and-drop templates and integrations with CRMs and payment gateways, PandaDoc enables real-time collaboration, secure document storage, and legally binding e-signatures, for faster approvals and smoother document workflows.
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About Cliniko

Cliniko is a practice management software for health professionals, providing tools for appointment scheduling, patient records, and billing. Its user-friendly interface enhances operational efficiency and patient engagement. With integration capabilities, Cliniko sets itself up to be a good practice management tool that is essential for healthcare providers looking to improve patient care and operations.
Learn more