In your business, you may need to track when someone is invited to an event. You can do this by creating a sale in Accelo.
But manually creating a sale can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cliniko, it will trigger a corresponding sale creation in Accelo.
This makes it easy to keep track of all the interactions that person has with your company. By using sale, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
You Can Also Connect Accelo or Cliniko With 1500+ Other Apps
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Accelo is an end-to-end cloud-based platform that manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.
Cliniko is a cloud‑based practice management app for clinics and allied health practitioners—offering appointment scheduling, secure health records, billing and invoicing, telehealth, and multi‑location support.