Integrate Cliniko with FreeAgent
Send information between Cliniko and FreeAgent automatically, without writing any code, using Zoho Flow.
Build your own integrations between Cliniko and FreeAgent
Connect Cliniko and FreeAgent with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Cliniko and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Attendee created
Triggers when a new attendee is created
Patient case created
Triggers when a new patient case is created
Patient updated
Triggers when the details of an existing patient are updated
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Group appointment deleted
Triggers when an existing group appointment is deleted
Contact created
Triggers when a new contact is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Patient created
Triggers when a new patient is created
Group appointment created
Triggers when a new group appointment is created
Individual appointment created
Triggers when a new individual appointment is created
Invoice created
Triggers when a new invoice is created
Bill created
Triggers when a new bill is created
Task created
Triggers when a new task is created
User created
Triggers when a new user is created
Timeslip created
Triggers when a new timeslip is created
Estimate created
Triggers when a new estimate is created in the selected project
Invoice created
Triggers when a new invoice is created in the selected project
Project created
Triggers when a new project is created
Project note added
Triggers when a new note is added for the selected project
Price list item created
Triggers when a new price list item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create attendee
Creates a new attendee
Create contact
Creates a new contact
Create group appointment
Creates a new group appointment
Create individual appointment
Creates a new individual appointment
Create patient
Creates a new patient
Update contact
Updates the details of an existing contact
Update attendee
Updates the details of an existing attendee
Update group appointment
Updates the details of an existing group appointment
Update patient
Updates the details of an existing patient
Update individual appointment
Updates the details of an existing individual appointment
Fetch contact
Fetches the details of an existing contact
Fetch patient
Fetches the details of an existing patient
Fetch group appointment
Fetches the details of an existing group appointment
Fetch practitioner
Fetches the details of an existing practitioner by ID
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch individual appointment
Fetches the details of an existing individual appointment
Fetch invoice
Fetches the details of an existing invoice
Create project
Creates a new project
Create contact
Creates a new contact
Create journal set
Creates a new journal set
Create credit note
Creates a new credit note
Add note to project
Adds a note to the selected project
Create bill
Creates a new bill
Create invoice
Creates a new invoice
Add estimate item
Adds a new item to an existing estimate
Create estimate
Creates a new estimate
Create expenses
Creates a new expenses
Add note to contact
Adds a note to the selected contact
Add invoice item
Adds a new item to an existing invoice
Add timeslip
Adds a timeslip to a task
Create task
Creates a new task in the selected project
Update estimate status
Updates the status of an existing estimate by ID
Update task
Updates the details of an existing task
Email an invoice
Sends an existing invoice by invoice ID
Update credit note status
Updates the status of an existing credit note using credit note ID
Convert to credit note
Convert a draft negative invoice to a credit note
Update contact
Updates details of the selected contact
Fetch project
Fetches the details of a project by ID
Fetch timeslip
Fetches the details of a timeslip by ID
Fetch contact
Fetches details of the selected contact
Fetch invoice
Fetches details of the exisiting invoice by ID
Fetch user
Fetches the details of a user by ID
Fetch task
Fetches the details of a task by ID
What is Cliniko?
Cliniko is a medical practice management application designed for healthcare practitioners. It provides features such as multi-platform online booking, scheduling, billing and invoicing, video consultations, and more.
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What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
