Integrate Cliniko with Agile CRM

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

Explore prebuilt integration flows to get started

[esc]

Create a new contact is in Agile CRM each time a new contact is created in Cliniko

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Agile CRM whenever a new contact is added in Cliniko.

How it works
  1. The flow triggers when a new contact is created in Cliniko.
  2. Zoho Flow creates a new contact in Agile CRM.
+

Create a new contact is in Agile CRM each time a new contact is created in Cliniko

Cliniko + Agile CRM

Build your own integrations between Cliniko and Agile CRM

Connect Cliniko and Agile CRM 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 Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Patient created

Triggers when a new patient is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Individual appointment created

Triggers when a new individual appointment is created

Group appointment created

Triggers when a new group appointment is created

Invoice created

Triggers when a new invoice is created

Patient case created

Triggers when a new patient case is created

Attendee created

Triggers when a new attendee is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Patient updated

Triggers when the details of an existing patient are updated

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

New Task

Triggers when a new task is created

All Actions - Actions are the automated tasks

Create group appointment

Creates a new group appointment

Create contact

Creates a new contact

Create patient

Creates a new patient

Create individual appointment

Creates a new individual appointment

Create attendee

Creates a new attendee

Update individual appointment

Updates the details of an existing individual appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Fetch contact

Fetches the details of an existing contact

Fetch group appointment

Fetches the details of an existing group appointment

Fetch patient

Fetches the details of an existing patient

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch practitioner

Fetches the details of an existing practitioner by ID

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

Create Event

Creates a new event

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Deal

Creates a new deal

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 Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Our business is built on diverse technologies, and Zoho Flow is an integral asset that helps us expand and enhance our integrations, boosting the efficiency of our end-to-end operations.

Mickey Blayvas

Founder and CEO, Blazesoft

Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.

Frank Cowell

Founder and CEO, Revenue Ranch

Working with Zoho Flow has helped us reduce low-value tasks, expand the reach of our communications, and increase our revenue. We know there's still a lot of work and potential with Zoho Flow, and we look forward to continuing to explore it.

Manon Chamand

Administrative Director, Hanoi School of Business and Management

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY