Connect and Integrate
Cliniko with Insightly
Connect Cliniko to Insightly and watch how much smoother your workflows can become with automation.
Easy Steps to Connect
Cliniko and Insightly
Select a trigger in Cliniko
Choose an event in Cliniko like “New event in Cliniko,” to set off your automation.
Automate an Action in Insightly
Connect your Insightly account and select an action like “Take action in Insightly” to make your work flow.
Customize the Workflow
Build your Cliniko - Insightly automations the way you want with an easy-to-use workflow builder tools that suits your needs.
Connect Cliniko and Insightly
to Automate these Workflows
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
Create Freshdesk contacts from Insightly records
Why struggle? Insightly + Freshdesk make every task easier to manage.
Try it now
No results found.
Make Cliniko + Insightly Integrations
No-Code with Konnectify
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
About Insightly
Insightly is a CRM and project management tool designed for small and medium-sized businesses. With features like lead tracking, project management, and reporting, Insightly enhances operational efficiency. Its integration capabilities streamline data management, making it an essential tool for organizations looking to improve their sales processes and project management efforts.
Learn more