Integrate Cliniko with Autopilot
Send information between Cliniko and Autopilot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Autopilot 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 generate a new contact in Autopilot each time a new contact is created in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact in Autopilot.
Create a new contact is in Autopilot each time a new contact is created in Cliniko
Cliniko + Autopilot
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Supported triggers and actions
Integrate Cliniko and Autopilot 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
Contact removed from list
Triggers when a contact is removed from the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact added to list
Triggers when a contact is added to the selected list
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
Add contact to list
Creates a new contact and adds it to the selected list
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Delete contact
Deletes the selected contact
Unsubscribe contact
Unsubscribes the selected contact from all emails
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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What is Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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