Integrate PlanSo Forms with Cliniko
Send information between PlanSo Forms and Cliniko automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Schedule a new booking in Cliniko from every new form submission in PlanSo Forms
Ensure quick and efficient service by instantly creating bookings from forms app submissions. This flow records a new booking in Cliniko upon every new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new individual appointment in Cliniko.
Schedule a new booking in Cliniko from every new form submission in PlanSo Forms
PlanSo Forms + Cliniko
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Supported triggers and actions
Integrate PlanSo Forms and Cliniko using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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
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 PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
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.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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