Integrating Birdeye with Cliniko
Cliniko is a cloud-based Practice Management System (PMS) for clinics and allied health practitioners. The PMS supports various features, including patient account management, patient records management, appointment management, and billing. etc.
Birdeye can seamlessly integrate with your Cliniko account and automatically send review solicitations to your patients. Integrating Cliniko with Birdeye will automate the daily sending out of review requests to patients.
Birdeye allows you to fetch data from your CRM using some predefined trigger. Here is the supported trigger for Cliniko:
| Trigger Name | Trigger Description |
| Cliniko Appointment Trigger | This trigger is used to fetch customer data based on the completed appointments. |
Appointment Writeback |
This trigger is used to cancel appointments. It's required for reminders and scheduling. |
| Appointment Reminder Trigger |
This trigger is used to cancel appointments. It's required for reminders. |
Cliniko Appointment Upsert Trigger Service |
This trigger is used to fetch reminder details. |
| Cliniko Booked Appointment Trigger |
This trigger is used to fetch customer data based on the booked appointments. |
Cliniko Form Trigger Service |
This trigger is used to fetch all customers from forms based on the created_at date. |
Cliniko Missed Appointment Trigger |
This trigger is used to fetch all missed appointment customers based on the updated_at date. |
Cliniko Cancelled Appointment Trigger |
This trigger is used to fetch all cancelled customers based on the cancelled_at date. |
Cliniko Deleted Appointment Trigger |
This trigger is used to fetch all deleted customers based on the deleted_at date. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
Generating an API Key
To generate an API key, follow the step below:
- Click on ‘My info’ under your name on the left navigation rail.
- Click the ‘Manage API keys’ button under the API keys.
DeleteNOTE:
Make sure that 'Allow yourself to create and use API keys' is toggled to Yes. Otherwise, you will not be able to create an API key.
- You will be redirected to the API Keys Page. Click on ‘+ Add an API Key.’
- Now give your API key a unique name and click on the ‘Create API key.’
- Once you click Create API Key, you will view a long string of letters and numbers—this is your API key.Delete
IMPORTANT:
Copy it now BEFORE clicking Done, as it won't be shown again.
