Integrate Cliniko with Trengo

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

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Send Cliniko invoice details in Trengo emails.


Sending invoices via email is a highly mundane task. So let automation handle it, while you attend to tasks that require your attention. This flow will send an email with a detailed invoice via Trengo when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will send an email with the invoice via Trengo.
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Send Cliniko invoice details in Trengo emails.

Cliniko + Trengo

Build your own integrations between Cliniko and Trengo

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Supported triggers and actions

Integrate Cliniko and Trengo 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

Outbound message sent

Triggers when a new outbound message is sent

Inbound message received

Triggers when a new inbound message is received

Ticket reopened

Triggers when an existing ticket is reopened

Note created

Triggers when a new internal message is created

Ticket closed

Triggers when an existing ticket is closed

Ticket assigned

Triggers when an existing ticket is assigned to an agent

Ticket label added

Triggers when a new label is added to an existing ticket

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

Assign label for ticket

Assigns the specified label for an existing ticket

Create ticket

Creates a new ticket

Create profile

Creates a new profile

Send ticket message

Sends a ticket message

Send email

Sends an email to the specified email address

Create contact

Creates a new contact

Update profile

Updates the details of an existing profile by ID

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact using ID, name, phone number, or email address.

Fetch ticket

Fetches the details of an existing ticket by ID

Update ticket custom field

Updates the details of an existing ticket custom field

Fetch contact by ID

Fetches the details of an existing contact using contact ID

Update contact custom field

Updates the details of an existing contact custom field

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 Trengo?

Trengo is an integrated inbox application that integrates all your communication channels into a single inbox. It helps you collaborate with your team, automate conversations and deliver amazing customer experiences.

Customer Support

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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