Integrate Cliniko with Agile CRM

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

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Create a new contact is in Agile CRM each time a new contact is created in Cliniko

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in Agile CRM 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 Agile CRM.
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Create a new contact is in Agile CRM each time a new contact is created in Cliniko

Cliniko + Agile CRM

Build your own integrations between Cliniko and Agile CRM

Connect Cliniko and Agile CRM with over 800+ 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 Agile CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Patient created

Triggers when a new patient is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

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

Contact created

Triggers when a new contact is created

Invoice created

Triggers when a new invoice 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

New Task

Triggers when a new task is created

New Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

All Actions - Actions are the automated tasks

Create patient

Creates a new patient

Create contact

Creates a new contact

Create attendee

Creates a new attendee

Create individual appointment

Creates a new individual appointment

Create group appointment

Creates a new group appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Update individual appointment

Updates the details of an existing individual appointment

Fetch patient

Fetches the details of an existing patient

Fetch contact

Fetches the details of an existing contact

Fetch group appointment

Fetches the details of an existing group appointment

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch practitioner

Fetches the details of an existing practitioner by ID

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

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 Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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 >

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

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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