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 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 EngageBay 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

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 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 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

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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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