Integrate Cliniko with Moneybird
Send information between Cliniko and Moneybird automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Moneybird 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 Moneybird 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 Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Cliniko
Cliniko + Moneybird
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Supported triggers and actions
Integrate Cliniko and Moneybird 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
New contact
Triggers when a new contact is created
New sales invoice
Triggers when a new sales invoice is created
New quote
Triggers when a new quote 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 document
Creates a new document
Send sales invoice
Sends a sales invoice to the specified email
Create contact
Creates a new contact
Create sales invoice
Creates a new sales invoice
Create estimate
Creates a new estimate
Fetch contact
Fetches a contact by email
Fetch product
Fetches a product by description
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.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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Toto
Technical Engineer, Master Liveaboards
