Integrate Cliniko with SimpleSign
Send information between Cliniko and SimpleSign automatically, without writing any code, using Zoho Flow.
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Create a new contact is in SimpleSign each time a new contact is created in Cliniko
Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in SimpleSign 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 adds a new recipient into your contact directory in SimpleSign.
Create a new contact is in SimpleSign each time a new contact is created in Cliniko
Cliniko + SimpleSign
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Supported triggers and actions
Integrate Cliniko and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Group appointment created
Triggers when a new group appointment is created
Group appointment deleted
Triggers when an existing group appointment is deleted
Patient created
Triggers when a new patient is created
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Individual appointment created
Triggers when a new individual appointment is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Attendee created
Triggers when a new attendee is created
Patient case created
Triggers when a new patient case is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create individual appointment
Creates a new individual appointment
Create patient
Creates a new patient
Create group appointment
Creates a new group appointment
Create attendee
Creates a new attendee
Create contact
Creates a new contact
Update individual appointment
Updates the details of an existing individual appointment
Update attendee
Updates the details of an existing attendee
Update group appointment
Updates the details of an existing group appointment
Update contact
Updates the details of an existing contact
Update patient
Updates the details of an existing patient
Fetch individual appointment
Fetches the details of an existing individual appointment
Fetch patient
Fetches the details of an existing patient
Fetch group appointment
Fetches the details of an existing group appointment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch attendee
Fetches the details of an existing attendee by ID
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
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 SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
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