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
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Generate a new contact in Ontraport each time a new contact is created in Cliniko
Cliniko + 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.
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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.
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Logic
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Custom functions
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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