Integrate Salesmate with Cliniko

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

Build your own integrations between Salesmate and Cliniko

Connect Salesmate and Cliniko 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 Salesmate and Cliniko using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

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

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create activity

Creates a new activity

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update activity

Updates the details of an existing activity

Update deal

Updates the details of an existing deal

Update company

Updates the details of an existing company

Fetch company

Fetches the details of a company by name, ID, or website

Fetch activity

Fetches the details of an activity by title or ID

Fetch contact

Fetches the details of a contact by name, ID, or email

Fetch deal

Fetches the details of a deal by title or ID

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

What is Salesmate?

Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.

CRM

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.

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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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.

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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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