Information is transferred by hand
New patients get added to another spreadsheet one by one.
Zapier & Make
Zapier and Make integration: automate without writing code.
Send Clineo events to Zapier and Make by webhook. Build the flow there, without a single line of code.
Automation for everyone
Let your apps work together.
Add a new patient to your spreadsheet, message your team when an appointment is created. Enter the address, pick the event; the rest happens on the platform.
Familiar problems
Do your apps work without knowing about each other?
If the clinic panel is in one place and the spreadsheet in another, a person has to bridge the gap.
It’s assumed a developer is needed
Software support is awaited for a simple connection.
Repetitive work isn’t on anyone’s agenda
Small but constant tasks quietly eat up time.
What changes
Before and after.
You do the same work; you don’t do the carrying in between.
Today
Data is moved by hand
The same task is repeated every day.
With Clineo
Webhook connection — You enter the address Zapier or Make gives you into Clineo; the event you choose is sent there.
Today
It’s assumed technical knowledge is needed
Automation gets postponed.
With Clineo
No-code setup — You pick the event in Clineo and the action on the platform, without a line of code.
Today
Small tasks pile up
Time quietly goes by.
With Clineo
Event-based automation — When a new patient is added or an appointment is created, the flow runs by itself.
Why Clineo
Automate your workflow.
Zapier & Make connections fall under enterprise integration.
Webhook connection
Enter the address, pick the event, test it.
Platform bridge
Get events to the tools the platform connects to.
No code
Set up automation without technical knowledge.
Trigger
When an event happens, the action starts.
Save time
Turn manual work into automatic work.
Team efficiency
Systematise repetitive work.
How it works
Automation in four steps.
Zapier & Make connections fall under enterprise integration.
Enter the address
Enter the webhook address from the platform into Clineo.
Choose a trigger
Decide which event it runs on.
Set up the action
Define what will be done.
Run
Switch the flow on.
Note: Zapier and Make are third-party platforms; using them requires an account on the relevant platform.
Works together with
Which modules does it connect with?
Zapier and Make are the no-code layer connecting Clineo to external tools.
API Access
direct endpoints for deeper integration
Patient Segments
see fixed patient lists in the panel
Digital Forms
form responses stay in the panel and don't start external flows
Custom Reports
write event data to your own spreadsheet and report on it
Free Support
consult the team during setup
AI assistant
Neo in the panel, automation in the background.
Neo speeds up work on your screen; Zapier and Make set up background flows that run even when you’re away.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
Start with one flow: when a new patient is added, a row lands in your spreadsheet. It's easy to set up and you see the result right away. The patient event carries the name, type and record number, not email or phone. Remember you need a platform account; Zapier and Make have their own pricing. Watching the flow for a few days after setup helps you catch unexpected triggers early.
Works well with
These may also help you.
All integrations
The systems Clineo connects to, and the ones it does not, on a single page.
FAQ
Frequently asked questions about Zapier & Make
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoWhich plan includes this feature?
Zapier & Make is exclusive to the Clineo Enterprise plan. An account on the relevant platform is also required.
Do I really not need to write code?
No. You enter the address and choose the event in Clineo, and set up the action in the platform's interface.
Which apps can I connect to?
To the apps Zapier and Make connect to. The connection is one-way: Clineo sends the event, and external apps don't write data into Clineo. Spreadsheet, messaging and calendar tools are common examples.
Is there a platform fee?
Zapier and Make are third-party platforms; their own pricing applies. The connection on the Clineo side comes with the Enterprise plan.
Which events can start a flow?
Patient added, appointment created, appointment status changed, invoice created, invoice paid and payment received. Then the action you set up on the platform runs.
Will I know if a flow fails?
Clineo's delivery log shows the result of recent sends. You follow errors in the flow itself in the Zapier or Make interface.
Ready when you are
Automate your workflow.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.