Integrate Cliniko with EngageBay

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

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Add a new contact in EngageBay whenever a new contact is added in Cliniko

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in EngageBay whenever a new contact is created 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 EngageBay.
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Add a new contact in EngageBay whenever a new contact is added in Cliniko

Cliniko + EngageBay

Build your own integrations between Cliniko and EngageBay

Connect Cliniko and EngageBay 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 EngageBay 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

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact 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 company

Creates a new company

Create contact

Creates a new contact

Create deal

Creates a new deal

Create event

Creates a new event

Create task

Creates a new task

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

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 EngageBay?

EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.

CRM Marketing Automation

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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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

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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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