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

Attendee created

Triggers when a new attendee is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Individual appointment created

Triggers when a new individual appointment is created

Patient created

Triggers when a new patient is created

Contact created

Triggers when a new contact is created

Group appointment created

Triggers when a new group appointment is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Patient updated

Triggers when the details of an existing patient are updated

Group appointment deleted

Triggers when an existing group appointment is deleted

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 group appointment

Creates a new group appointment

Create contact

Creates a new contact

Create attendee

Creates a new attendee

Create patient

Creates a new patient

Update individual appointment

Updates the details of an existing individual appointment

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Fetch patient

Fetches the details of an existing patient

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch group appointment

Fetches the details of an existing group 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

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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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

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