Integrate Cliniko with Smartsheet

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

Explore prebuilt integration flows to get started

[esc]

Log and record all Cliniko patient invoices in SmartSheet.


Automate your documentation and data management tasks, so that all your data is accessible in one place. This flow will log and record all of a patient's invoices in Smartsheet when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will log and record the invoice in Smartsheet.
+

Log and record all Cliniko patient invoices in SmartSheet.

Cliniko + Smartsheet

Build your own integrations between Cliniko and Smartsheet

Connect Cliniko and Smartsheet with over 1000+ 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 Smartsheet using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Patient updated

Triggers when the details of an existing patient are updated

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Attendee created

Triggers when a new attendee is created

Group appointment created

Triggers when a new group appointment is created

Individual appointment created

Triggers when a new individual appointment is created

Patient case created

Triggers when a new patient case is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Patient created

Triggers when a new patient is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Contact created

Triggers when a new contact is created

Comment added

Triggers when a new comment is added

Workspace created

Triggers when a new workspace is created

Row updated

Triggers when an existing row is updated

Row added

Triggers when a new row is added

Sheet added

Triggers when a new sheet is created

All Actions - Actions are the automated tasks

Create attendee

Creates a new attendee

Create individual appointment

Creates a new individual appointment

Create patient

Creates a new patient

Create contact

Creates a new contact

Create group appointment

Creates a new group appointment

Update individual appointment

Updates the details of an existing individual appointment

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

Fetch patient

Fetches the details of an existing patient

Fetch group appointment

Fetches the details of an existing group appointment

Fetch contact

Fetches the details of an existing contact

Fetch individual appointment

Fetches the details of an existing individual appointment

Fetch invoice

Fetches the details of an existing invoice

Fetch practitioner

Fetches the details of an existing practitioner by ID

Fetch attendee

Fetches the details of an existing attendee by ID

Copy workspace

Creates a copy of the specified workspace

Add row to sheet

Adds a new row in the selected sheet

Share workspace

Shares an existing workspace with the specified users and groups

Share sheet

Shares an existing sheet with the specified users and groups

Update row

Updates the details of the specified row

Fetch row

Fetches the details of the specified row

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 Smartsheet?

Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY