Integrate Cliniko with Zoho Notebook

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

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Supported triggers and actions

Integrate Cliniko and Zoho Notebook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Patient updated

Triggers when the details of an existing patient are updated

Individual appointment created

Triggers when a new individual appointment is created

Patient case created

Triggers when a new patient case is created

Attendee created

Triggers when a new attendee is created

Group appointment created

Triggers when a new group appointment is created

Patient created

Triggers when a new patient is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Contact created

Triggers when a new contact is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Notecard created

Triggers when a new notecard is created in the selected notebook

Notebook created

Triggers when a new notebook is created

Notecard created or updated

Triggers when a new notecard is created or the details of an existing notecard are updated

Notecard updated

Triggers when the details of an existing notecard are updated

All Actions - Actions are the automated tasks

Create patient

Creates a new patient

Create individual appointment

Creates a new individual appointment

Create group appointment

Creates a new group appointment

Create contact

Creates a new contact

Create attendee

Creates a new attendee

Update patient

Updates the details of an existing patient

Update group appointment

Updates the details of an existing group appointment

Update attendee

Updates the details of an existing attendee

Update contact

Updates the details of an existing contact

Update individual appointment

Updates the details of an existing individual appointment

Fetch group appointment

Fetches the details of an existing group appointment

Fetch patient

Fetches the details of an existing patient

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

Fetch attendee

Fetches the details of an existing attendee by ID

Fetch practitioner

Fetches the details of an existing practitioner by ID

Create notebook

Creates a new notebook

Share notebook

Shares an existing notebook with the specified email address

Create collection

Creates a new collection

Share notecard

Shares an existing notecard with the specified email address

Create notecard

Creates a new notecard in the selected notebook

Update notebook

Update the details of an existing notebook

Move notecards to another notebook

Moves an existing notecard to another notebook

Move notecards to collection

Moves an existing notecard to the collection

Fetch notebook by ID

Fetches the details of a notebook using ID

Fetch notebook by name

Fetches the details of a notebook using name

Fetch notecard

Fetches the details of a notecard by search term

Fetch notecard by ID

Fetches the details of a notecard using its unique 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 Zoho Notebook?

Zoho Notebook is a note taking tool that lets you take notes, create checklists, and even save audio files. You can move between views, choose a cover image for each of your notebooks, and rearrange notes to suit your needs.

Notes Zoho

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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