Connect and Integrate
PandaDoc with Cliniko

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

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Easy Steps to Connect
PandaDoc and Cliniko

Select a trigger in PandaDoc

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

Automate an Action in Cliniko

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

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 Freshdesk tickets with notes from sent PandaDoc documents

Put your workflow on autopilot. PandaDoc + Freshdesk are here to help!

Update Freshdesk tickets with notes when PandaDoc documents are completed

PandaDoc and Freshdesk—because your workflow deserves an upgrade.

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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.

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.