Integrate Cliniko with Ontraport

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

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Generate a new contact in Ontraport each time a new contact is created in Cliniko

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Ontraport each time 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. Updates the details in case the contact already exists. in Ontraport.
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Generate a new contact in Ontraport each time a new contact is created in Cliniko

Cliniko + Ontraport

Build your own integrations between Cliniko and Ontraport

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Supported triggers and actions

Integrate Cliniko and Ontraport 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

Tag removed

Triggers when the selected tag is removed for a contact

Contact added

Triggers when a new contact is added

Entry submitted

Triggers when a contact submits an entry in the selected form

Tag added

Triggers when the selected tag is added to a contact

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 or update contact

Creates a new contact. Updates the details in case the contact already exists.

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 Ontraport?

Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.

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 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

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

Siddharth Ahuja

CEO, Fabricroot

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