Integrate Cliniko with Upsales

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

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Create a new contact in Upsales whenever a new contact is created in Cliniko

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Upsales 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 Upsales.
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Create a new contact in Upsales whenever a new contact is created in Cliniko

Cliniko + Upsales

Build your own integrations between Cliniko and Upsales

Connect Cliniko and Upsales 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 Upsales 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

Contact created

Triggers when a new contact is created

Appointment created

Triggers when a new appointment is created

Opportunity created

Triggers when a new opportunity is created

Order created

Triggers when a new order is created

Company created

Triggers when a new company is created

User created

Triggers when a new user is created

Activity created

Triggers when a new activity is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

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 activity

Creates a new activity

Create contact

Creates a new contact

Create order

Creates a new order

Create company

Creates a new company

Create product

Creates a new product

Create appointment

Creates a new appointment

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.

Build comprehensive workflows using

Webhook triggers

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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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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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

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