How to Add New Appointment Details from Cliniko to Google Sheets Using Pabbly Connect

Learn how to automate adding new appointment details from Cliniko to Google Sheets using Pabbly Connect. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

Setting Up Pabbly Connect for Cliniko and Google Sheets Integration

In this section, we will discuss how to set up Pabbly Connect to automate the process of adding new appointment details from Cliniko to Google Sheets. Start by logging into your Pabbly Connect account. If you don’t have one, you can sign up for free to access the dashboard.

Once you are on the dashboard, you will need to create a workflow. Click on ‘Create Workflow’ and name it something like ‘Cliniko to Google Sheets’. After naming your workflow, select the appropriate folder for your Pabbly Connect account and click on ‘Create’. This will open up a new automation workflow with two sections: Trigger and Action.

Connecting Cliniko to Pabbly Connect

The next step involves connecting your Cliniko account to Pabbly Connect. In the Trigger section, select Cliniko as the app and choose the trigger event as ‘New Individual Appointment Created’. Click on ‘Connect’ and then select ‘Add New Connection’.

You will need to enter your Cliniko API Key and Shard. To find your API Key, go to your Cliniko account, navigate to ‘My Info’, and then to ‘Manage API Keys’. Click on ‘Add API Key’, name it (e.g., ‘Pabbly Connect’), and click ‘Create API Key’. Copy this key and paste it into Pabbly Connect. Leave the password field blank and select the appropriate Shard from the dropdown based on your Cliniko URL.

Retrieving Appointment Details from Cliniko

After connecting Cliniko to Pabbly Connect, you need to test the connection. Click on ‘Save and Send Test Request’. This will pull the details of the most recent appointment created in Cliniko. You will see responses including the appointment date, time, and patient details in the Pabbly Connect dashboard.

However, the patient details may be incomplete. To retrieve full patient information, add another action step to your workflow. Choose Cliniko again and select the action event ‘Get Patient Details’. Connect using the existing connection you created earlier. For the Patient ID, map the ID you received from the previous step’s response. This will ensure you get complete patient information.

Formatting Date and Time for Google Sheets

To ensure the appointment details are correctly formatted, you can use the DateTime Formatter feature in Pabbly Connect. Add a new action step and select ‘DateTime Formatter’. Choose the action event ‘Format Date with Time Zone’. Map the ‘Start At’ date from the Cliniko trigger response.

Specify the current format and the desired format for the date and time. For example, you can choose a format that includes day, month, year, hours, and minutes. Set the ‘From Time Zone’ to UTC and the ‘To Time Zone’ to your local time zone, such as Asia/Kolkata. Click on ‘Save and Send Test Request’ to verify the formatting. Repeat this process for the ‘End At’ date by cloning the previous step and mapping the appropriate fields.

Adding Appointment Details to Google Sheets

Finally, to add the appointment details to Google Sheets, create another action step and select Google Sheets as the app. Choose the action event ‘Add New Row’. Connect your Google Sheets account by clicking ‘Sign in with Google’ and selecting your account. using Pabbly Connect

In the setup, select the spreadsheet where you want to add the details. Map the fields from the previous steps to the respective columns in your Google Sheets. This includes mapping the appointment ID, patient name, email, mobile number, formatted start and end dates, and any other necessary details. Once everything is mapped, click on ‘Save and Send Test Request’ to complete the integration.

Conclusion

In this tutorial, we demonstrated how to automate the process of adding new appointment details from Cliniko to Google Sheets using Pabbly Connect. By following these steps, you can streamline your appointment management and ensure all details are captured accurately in your Google Sheets.