Integrate Cliniko with Agile CRM

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

Explore prebuilt integration flows to get started

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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 750+ 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

Group appointment created

Triggers when a new group appointment is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Patient created

Triggers when a new patient is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Individual appointment created

Triggers when a new individual appointment is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Attendee created

Triggers when a new attendee is created

Patient case created

Triggers when a new patient case is created

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 individual appointment

Creates a new individual appointment

Create patient

Creates a new patient

Create group appointment

Creates a new group appointment

Create attendee

Creates a new attendee

Create contact

Creates a new contact

Update individual appointment

Updates the details of an existing individual appointment

Update attendee

Updates the details of an existing attendee

Update group appointment

Updates the details of an existing group appointment

Update contact

Updates the details of an existing contact

Update patient

Updates the details of an existing patient

Fetch individual appointment

Fetches the details of an existing individual appointment

Fetch patient

Fetches the details of an existing patient

Fetch group appointment

Fetches the details of an existing group appointment

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing contact

Fetch attendee

Fetches the details of an existing attendee by ID

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.

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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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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 helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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