Integrate Cliniko with Pivotal Tracker

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

Build your own integrations between Cliniko and Pivotal Tracker

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Supported triggers and actions

Integrate Cliniko and Pivotal Tracker using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

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

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

Project created

Triggers when a new project is created

Story created

Triggers when a new story is created in the selected project

Activity registered in tracker

Triggers when a new activity is registered in the tracker

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 project

Creates a new project

Create story

Creates a new story in the selected project

Fetch label

Fetches a label by its name

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 Pivotal Tracker?

Pivotal Tracker is a project management tool for developers. You can customize notifications; follow up on every event in a project's history; organize with tasks, labels, and workspaces; and even share files.

Project Management

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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