How to Add New Cliniko Attendee to GoHighLevel as Contacts Using Pabbly Connect

Learn how to automate adding new Cliniko attendees as contacts in GoHighLevel using Pabbly Connect. Follow our step-by-step guide for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Cliniko and GoHighLevel Integration

To add new Cliniko attendees as contacts in GoHighLevel, the first step is to set up Pabbly Connect. This platform allows you to create automation workflows that connect various applications.

Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for example, ‘Cliniko to GoHighLevel’. After naming, select the desired folder in your Pabbly account and click on ‘Create’.

2. Connecting Cliniko to Pabbly Connect

In this step, you will connect your Cliniko account to Pabbly Connect. Under the trigger section, search for Cliniko and select it. Choose the trigger event as ‘New Attendee’ and click on ‘Connect’.

• Select ‘Add New Connection’.
• Enter your Cliniko API Key and Shard.
• Keep the password field blank as directed.

After entering the required information, click ‘Save’. This will establish the connection between Cliniko and Pabbly Connect. To test the connection, click on ‘Save and Send Test Request’ to retrieve the details of the most recent attendee.

3. Extracting Patient ID from Cliniko Response

Once you have the attendee details, the next step is to extract the Patient ID using Pabbly Connect. Add a new action step and choose ‘Text Formatter’ from the app list. Select ‘Split Text’ as the action event and click ‘Connect’.

In the configuration, map the Patient Link Self response from the Cliniko trigger. Use ‘/’ as the separator and select ‘Last’ for the segment index. Click on ‘Save and Send Test Request’ to extract the Patient ID from the link.

4. Adding the Attendee as a Contact in GoHighLevel

Now that you have the Patient ID, it’s time to add this attendee as a contact in GoHighLevel using Pabbly Connect. Search for ‘Lead Connector’ in the app list and select it. Choose ‘Create or Update a Contact’ as the action event and click ‘Connect’.

• Map the first name, last name, email, and phone number from the previous step.
• Ensure at least one of the email or phone number fields is filled.
• Click ‘Save and Send Test Request’ to finalize the addition.

Upon successful execution, the attendee will be added as a contact in GoHighLevel. You can verify this by checking the contacts section in your GoHighLevel account.

5. Conclusion

In conclusion, using Pabbly Connect effectively automates the process of adding new Cliniko attendees as contacts in GoHighLevel. This integration saves time and ensures accurate data transfer between the two applications.

By following the steps outlined, you can set up this automation seamlessly and enhance your workflow efficiency. With Pabbly Connect, managing your contacts has never been easier.