Integrate Cliniko with Zoho Marketing Automation

Send information between Cliniko and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Group appointment created

Triggers when a new group appointment is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Patient case created

Triggers when a new patient case is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Patient created

Triggers when a new patient is created

Attendee created

Triggers when a new attendee is created

Contact created

Triggers when a new contact is created

Individual appointment created

Triggers when a new individual appointment is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Lead added to list

Triggers when a lead is added to the selected list

Lead removed from list

Triggers when a lead is removed from the selected list

All Actions - Actions are the automated tasks

Create patient

Creates a new patient

Create attendee

Creates a new attendee

Create individual appointment

Creates a new individual appointment

Create contact

Creates a new contact

Create group appointment

Creates a new group appointment

Update individual appointment

Updates the details of an existing individual appointment

Update contact

Updates the details of an existing contact

Update group appointment

Updates the details of an existing group appointment

Update patient

Updates the details of an existing patient

Update attendee

Updates the details of an existing attendee

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch group appointment

Fetches the details of an existing group appointment

Fetch individual appointment

Fetches 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 invoice

Fetches the details of an existing invoice

Add lead to journey

Adds the specified lead to a journey

Create lead tag

Creates a new lead tag

Add lead score

Adds lead score for the specified email address

Clone campaign

Clones an existing campaign

Send email campaign

Sends an existing email campaign

Create or update lead

Creates or updates a lead

Tag lead

Adds the specified tag to a lead

Create list

Creates a new list

Update list

Updates the details of an existing list

Unsubscribe lead

Removes a lead from the selected list

Untag lead

Removes the specified tag from a lead

Fetch lead

Fetches the details of an existing lead by email address

Delete tag

Deletes an existing tag

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.

What is Zoho Marketing Automation?

Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its 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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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