Integrate Cliniko with Helpwise
Send information between Cliniko and Helpwise automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Helpwise 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 generate a new contact in Helpwise each time a new contact is created in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact in Helpwise.
Create a new contact is in Helpwise each time a new contact is created in Cliniko
Cliniko + Helpwise
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Supported triggers and actions
Integrate Cliniko and Helpwise using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Individual appointment created
Triggers when a new individual appointment 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
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Patient updated
Triggers when the details of an existing patient are updated
Patient case created
Triggers when a new patient case is created
Attendee created
Triggers when a new attendee 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 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
Update individual appointment
Updates the details of an existing individual appointment
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
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
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
Create contact
Creates a new contact
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
Send email
Sends an email to the specified customer
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.
Similar apps
What is Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
Similar apps
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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >The speed of communication provided by Zoho Flow automations resulted in a greater promptness in contacting leads, and increased the likelihood of lead conversion.
Luis Carlos Palacios Moreno
Deputy Director, Revenue Ranch
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, Spaghetti Agency
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, Barings Law
