Integrate Excel with Cliniko
Send information between Excel and Cliniko automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Excel and Cliniko using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Row added in site
Triggers when a new row is added to a spreadsheet in site
Row added in table
Triggers when a new row is added to the bottom of the selected table
Row added in Team Drive
Triggers when a new row is added to a spreadsheet in Team Drive
Worksheet added
Triggers when a new worksheet is added to the selected workbook
Row added
Triggers when a new row is added to the bottom of the selected worksheet
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
All Actions - Actions are the automated tasks
Add row to table
Adds a new row to the bottom of the selected table
Add row in Team Drive
Adds a new row to the selected spreadsheet in your Team Drive
Update row in TeamDrive
Updates the details of an existing row in an excel sheet from your Team Drive
Update row in site
Updates the details of an existing row in an excel sheet from your site
Add row
Adds a new row to the bottom of the selected worksheet
Add row in site
Adds a new row to the selected spreadsheet in your site
Update row
Updates the details of an existing row
Find row
Finds a row based on column value
Find row in Team Drive
Finds a row from a spreadsheet in your Team Drive
Find row in site
Finds a row from a spreadsheet in your site
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
What is Excel?
Excel is spreadsheet software that lets you create sheets from templates, collaborate on projects, and view trends with charts or graphs.
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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.
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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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