CRM and Sales tools
Nookal by Maxmel Tech
19 min
nookal is a comprehensive practice management platform for allied health clinics, offering scheduling, billing, clinical records, and automation integrating with make com enables clinics to automate workflows, streamline admin tasks, and connect nookal data with other business tools this is ai generated content based on official nookal documentation the content may still contain errors—please verify important information if you have questions, contact nookal support directly how to get support on nookal nookal is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=nookal\&app slug=nookal community\&app unique id=nookal m7t66k requirements to use the nookal app in make, you must have an active nookal account and a generated api key, create your account on nookal app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect nookal and {{product name}} to get started, you must first create a connection between nookal and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key from the nookal platform go to practice > setup > api keys click on the generate api key button select the locations you want to allow this api key access to toggle the status switch to enable the api key enter a descriptive note about what app or service is using this key click on the save changes button copy and save the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=nookal\&app slug=nookal community\&app unique id=nookal m7t66k create the connection in {{product name}} log in in your make account , add the nookal module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your nookal or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page nookal modules after connecting to the nookal app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel appointment cancels a scheduled appointment on behalf of a user, ensuring that the booking is removed from their calendar create a client adds a new client to your system, allowing you to store and manage their information for future interactions create a payment initiates a payment transaction to send funds from a chosen account to a designated recipient create an appointment creates a new appointment in the system, allowing you to schedule and manage upcoming meetings or events directly from your workflow create an invoice generates a new invoice within the system, allowing you to record and manage billing details for your transactions create an invoice entry creates a new invoice record in the system, allowing you to log billing details for your transactions delete a payment permanently removes a specific payment record from the service, ensuring it is no longer available or visible in your account delete an invoice entry removes a specific invoice entry from your system, permanently deleting it from your records execute a graphql query executes a custom graphql query using your authorized account, allowing you to retrieve or modify data as needed list appointments retrieves a complete list of all scheduled appointments, allowing you to view and manage your upcoming and past bookings list clients retrieves a complete list of all clients in your account, allowing you to view and manage client details easily list invoices fetches a complete list of all invoices stored in the service, allowing you to view and manage all your billing records in one place list payments retrieves and displays a detailed list of all payment transactions in your account update a client updates an existing client’s details in the system with the latest information you provide, ensuring their records stay accurate and up to date update an invoice allows you to update an existing invoice by modifying details like the total amount, due dates, or the current status of the invoice watch appointments triggers whenever a brand new appointment is added to your calendar, letting you take action as soon as it's scheduled watch clients this module activates whenever a new client is added to your system or when details of an existing client are updated, helping you stay informed about any changes to your client list watch invoices this module activates whenever a new invoice is created or when an existing invoice is updated, helping you stay on top of all your invoicing activities watch payments triggers whenever a new payment is successfully processed, allowing you to automatically take action each time a payment is received templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} nookal resources you can have access to more resources related to this app on the following links nookal website nookal documentation nookal api documentation nookal page on make