Integrate Cliniko with IT Portal
Send information between Cliniko and IT Portal automatically, without writing any code, using Zoho Flow.
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Create a new contact in IT Portal whenever a new contact is created in Cliniko
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in IT Portal whenever a new contact is added in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact in IT Portal.
Create a new contact in IT Portal whenever a new contact is created in Cliniko
Cliniko + IT Portal
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Supported triggers and actions
Integrate Cliniko and IT Portal using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Attendee created
Triggers when a new attendee is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Patient case created
Triggers when a new patient case is created
Patient created
Triggers when a new patient is created
Group appointment deleted
Triggers when an existing group appointment is deleted
Individual appointment created
Triggers when a new individual appointment is created
Contact created
Triggers when a new contact is created
Patient updated
Triggers when the details of an existing patient are updated
Invoice created
Triggers when a new invoice is created
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Group appointment created
Triggers when a new group appointment is created
Contact created or updated
Triggers when a contact is created or if the details of an existing contact are updated
Configuration created or updated
Triggers when a configuration is created or if the details of an existing configuration are updated
Device created or updated
Triggers when a device is created or if the details of an existing device are updated
Knowledge base article created or updated
Triggers when a knowledge base article is created or if the details of an existing knowledge base article are updated
Site created or updated
Triggers when a site is created or if the details of an existing site are updated
Company created or updated
Triggers when a company is created or if the details of an existing company are updated
All Actions - Actions are the automated tasks
Create patient
Creates a new patient
Create contact
Creates a new contact
Create group appointment
Creates a new group appointment
Create attendee
Creates a new attendee
Create individual appointment
Creates a new individual appointment
Update attendee
Updates the details of an existing attendee
Update individual appointment
Updates the details of an existing individual appointment
Update group appointment
Updates the details of an existing group appointment
Update patient
Updates the details of an existing patient
Update contact
Updates the details of an existing contact
Fetch individual appointment
Fetches the details of an existing individual appointment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch practitioner
Fetches the details of an existing practitioner by ID
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch patient
Fetches the details of an existing patient
Fetch group appointment
Fetches the details of an existing group appointment
Create company
Creates a new company
Create site
Creates a new site
Create contact
Creates a new contact
Create knowledge base article
Creates a new knowledge base article
Add address
Adds a new address
Update address
Updates the details of an existing address
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch knowledge base article
Fetches the details of an existing knowledge base article
Fetch site
Fetches the details of an existing site
Fetch company
Fetches the details of an existing company
Fetch contact
Fetches the details of an existing contact
Fetch device
Fetches the details of an existing device
Fetch configuration
Fetches the details of an existing configuration
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 IT Portal?
IT Portal is a cloud and on-premises offering for IT documentation and MSP documentation. It securely centralizes documents, licenses, logins, contacts, apps, and devices.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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