Integrate PlanSo Forms with Cliniko

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

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Schedule a new booking in Cliniko from every new form submission in PlanSo Forms

Ensure quick and efficient service by instantly creating bookings from forms app submissions. This flow records a new booking in Cliniko upon every new form submission in PlanSo Forms.

How it works
  1. The flow triggers when a new form entry is made in PlanSo Forms.
  2. Zoho Flow creates a new individual appointment in Cliniko.
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Schedule a new booking in Cliniko from every new form submission in PlanSo Forms

PlanSo Forms + Cliniko

Build your own integrations between PlanSo Forms and Cliniko

Connect PlanSo Forms and Cliniko 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 PlanSo Forms and Cliniko using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry made

Triggers when a new form entry is made

Attendee created

Triggers when a new attendee is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Invoice created

Triggers when a new invoice is created

Individual appointment created

Triggers when a new individual appointment is created

Patient created

Triggers when a new patient is created

Contact created

Triggers when a new contact is created

Group appointment created

Triggers when a new group appointment is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

Patient updated

Triggers when the details of an existing patient are updated

Group appointment deleted

Triggers when an existing group appointment is deleted

Patient case created

Triggers when a new patient case is created

All Actions - Actions are the automated tasks

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

Create patient

Creates a new patient

Update individual appointment

Updates the details of an existing individual appointment

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

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 group appointment

Fetches the details of an existing group appointment

What is PlanSo Forms?

PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.

Forms WordPress Plugins

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.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

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Head of Operations, AAA Band Rentals

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