Integrate Cliniko with Bigin by Zoho CRM

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

Build your own integrations between Cliniko and Bigin by Zoho CRM

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Supported triggers and actions

Integrate Cliniko and Bigin by Zoho CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Patient updated

Triggers when the details of an existing patient are updated

Individual appointment created

Triggers when a new individual appointment is created

Patient case created

Triggers when a new patient case is created

Attendee created

Triggers when a new attendee is created

Group appointment created

Triggers when a new group appointment is created

Patient created

Triggers when a new patient is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Contact created

Triggers when a new contact is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Contact created

Triggers when a new contact is created

Note added

Triggers when a new note is added

Event created

Triggers when a new event is created

User added

Triggers when a new user is added

Call updated

Triggers when any detail of an existing call is updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Company updated

Triggers when any detail of an existing company is updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event updated

Triggers when any detail of an existing event is updated

Contact updated

Triggers when any detail of an existing contact is updated

Pipeline record created

Triggers when a new pipeline record is created

Company created

Triggers when a new company is created

Pipeline record stage updated

Triggers when the details of a pipeline record stage is updated

Task updated

Triggers when any detail of an existing task is updated

Call created

Triggers when a new call is created

Task created

Triggers when a new task is created

Contact created or updated

Triggers when a new contact is created or updated

Product updated

Triggers when any detail of an existing product is updated

Product created

Triggers when a new product is created

All Actions - Actions are the automated tasks

Create patient

Creates a new patient

Create individual appointment

Creates a new individual appointment

Create group appointment

Creates a new group appointment

Create contact

Creates a new contact

Create attendee

Creates a new attendee

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Update individual appointment

Updates the details of an existing individual appointment

Fetch group appointment

Fetches the details of an existing group appointment

Fetch patient

Fetches the details of an existing patient

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch practitioner

Fetches the details of an existing practitioner by ID

Create or update product

Creates a new product or updates the details of an existing product

Add note

Adds a note to the selected module

Create event

Creates a new event

Send email

Sends an email to the specified contact

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Create tag

Creates a new tag in the selected module

Remove tag from record

Removes an existing tag from the specified record

Add tag to record

Adds a tag to the specified record

Create user

Creates a new user

Create call

Creates a new call

Create or update company

Creates a new company or updates the details of the company if it already exists

Create or update contact

Creates a new contact or updates the details of an existing contact

Create task

Creates a new task

Update product

Updates the details of an existing product

Update pipeline record

Updates the details of an existing pipeline record

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update call

Updates the details of an existing call

Update user

Updates the existing user

Update company

Updates the details of an existing company

Fetch company

Fetches the details of an existing company by name or ID

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch event

Fetches the details of an existing event by title or ID

Fetch user

Fetches the details of an existing user by email address or ID

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch task

Fetches the details of an existing task by name or 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.

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

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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