Integrate Cliniko with Harvest
Send information between Cliniko and Harvest automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Harvest whenever 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 Harvest 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 Harvest.
Create a new contact in Harvest whenever a new contact is created in Cliniko
Cliniko + Harvest
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Supported triggers and actions
Integrate Cliniko and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Individual appointment created
Triggers when a new individual appointment is created
Invoice created
Triggers when a new invoice is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
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
Patient case created
Triggers when a new patient case is created
Group appointment deleted
Triggers when an existing group appointment is deleted
Patient updated
Triggers when the details of an existing patient are updated
Contact created
Triggers when a new contact is created
Patient created
Triggers when a new patient is created
Person assigned to project
Triggers when a person is assigned to a project
Time entry created
Triggers when a new time entry is created for today
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Project updated
Triggers when the details of an existing project is updated
Task updated
Triggers when an existing task is updated
Client updated
Triggers when the details of an existing client are updated
Estimate created
Triggers when a new estimate is created
Person updated
Triggers when the details of an existing person is updated
Time entry updated
Triggers when an existing time entry is updated
Client added
Triggers when a new client is added
Person added
Triggers when a new person is added
Project created
Triggers when a new project is created
Expense updated
Triggers when the details of an existing expense are updated
Expense created
Triggers when a new expense is created
Invoice updated
Triggers when the details of an existing invoice are updated
Invoice created
Triggers when a new invoice is created
Estimate updated
Triggers when the details of an existing estimate are updated
Contact updated
Triggers when the details of an existing contact are updated
All Actions - Actions are the automated tasks
Create individual appointment
Creates a new individual appointment
Create contact
Creates a new contact
Create group appointment
Creates a new group appointment
Create patient
Creates a new patient
Create attendee
Creates a new attendee
Update group appointment
Updates the details of an existing group appointment
Update patient
Updates the details of an existing patient
Update contact
Updates the details of an existing contact
Update attendee
Updates the details of an existing attendee
Update individual appointment
Updates the details of an existing individual appointment
Fetch group appointment
Fetches the details of an existing group appointment
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch contact
Fetches the details of an existing contact
Fetch patient
Fetches the details of an existing patient
Fetch invoice
Fetches the details of an existing invoice
Fetch individual appointment
Fetches the details of an existing individual appointment
Create invoice
Creates a new invoice
Update expense
Updates the details of an existing expense
Update estimate status
Updates the details of an existing estimate status
Start timer
Starts timer for today in the selected project
Create person
Creates a new person
Create invoice payment
Creates a new invoice payment
Create estimate
Creates a new estimate
Create time entry
Creates a new time entry for today
Create estimate item
Creates a new estimate item
Update invoice
Updates the details of an existing invoice
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Create invoice item
Creates a new invoice item
Update client
Updates the details of an existing client
Update project
Updates the details of an existing project
Create project
Creates a new project
Add person to project
Adds a person to the selected project
Create expense
Creates a new expense
Create contact
Creates a new contact
Update time entry
Updates an existing time entry
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Create client
Creates a new client
Add task to project
Adds a task to the selected project
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update person
Updates the details of an existing person
Update invoice item
Updates the details of an existing invoice item
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch expense
Fetches the details of an existing expense by ID
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Fetch person
Fetches the details of an existing person by ID
Fetch task
Fetches the details of an existing task by ID
Fetch client by name
Fetches the details of an existing client
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 Harvest?
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.
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