Integrate Cliniko with Teamleader

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

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Generate a new contact in Teamleader 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 create a new contact is in Teamleader 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 in Teamleader.
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Generate a new contact in Teamleader each time a new contact is created in Cliniko

Cliniko + Teamleader

Build your own integrations between Cliniko and Teamleader

Connect Cliniko and Teamleader 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 Teamleader 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

Project created

Triggers when a new project is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Contact added

Triggers when a new contact is added

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

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 deal

Creates a new deal

Create task

Creates a new task

Link contact to company

Links a contact to the specified company

Create contact

Creates a new contact

Create company

Creates a new company

Create project

Creates a new project

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact by ID

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 Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

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

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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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