Integrate Cliniko with IT Portal

Send information between Cliniko and IT Portal automatically, without writing any code, using Zoho Flow.

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Create a new contact in IT Portal whenever a new contact is created in Cliniko

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in IT Portal 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 IT Portal.
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Create a new contact in IT Portal whenever a new contact is created in Cliniko

Cliniko + IT Portal

Build your own integrations between Cliniko and IT Portal

Connect Cliniko and IT Portal with over 650+ 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 IT Portal 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

Knowledge base article created or updated

Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated

Company created or updated

Triggers when a company is created or if the details of an existing company are updated

Site created or updated

Triggers when a site is created or if the details of an existing site are updated

Configuration created or updated

Triggers when a configuration is created or if the details of an existing configuration are updated

Contact created or updated

Triggers when a contact is created or if the details of an existing contact are updated

Device created or updated

Triggers when a device is created or if the details of an existing device 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 site

Creates a new site

Create company

Creates a new company

Create contact

Creates a new contact

Add address

Adds a new address

Create knowledge base article

Creates a new knowledge base article

Update company

Updates the details of an existing company

Update contact

Updates the details of an existing contact

Update address

Updates the details of an existing address

Fetch device

Fetches the details of an existing device

Fetch contact

Fetches the details of an existing contact

Fetch configuration

Fetches the details of an existing configuration

Fetch knowledge base article

Fetches the details of an existing knowledge base article

Fetch company

Fetches the details of an existing company

Fetch site

Fetches the details of an existing site

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 IT Portal?

IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.

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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