Integrate Cliniko with Moneybird
Send information between Cliniko and Moneybird automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Moneybird each time a new contact is created in Cliniko
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Moneybird each time a new contact is created in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow creates a new contact in Moneybird.
Generate a new contact in Moneybird each time a new contact is created in Cliniko
Cliniko + Moneybird
Build your own integrations between Cliniko and Moneybird
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Supported triggers and actions
Integrate Cliniko and Moneybird using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Patient case created
Triggers when a new patient case is created
Individual appointment created
Triggers when a new individual 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
Attendee created
Triggers when a new attendee is created
Patient created
Triggers when a new patient is created
Group appointment created
Triggers when a new group appointment is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
New quote
Triggers when a new quote is created
New sales invoice
Triggers when a new sales invoice is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create patient
Creates a new patient
Create individual appointment
Creates a new individual appointment
Create contact
Creates a new contact
Create attendee
Creates a new attendee
Create group appointment
Creates a new group appointment
Update group appointment
Updates the details of an existing group appointment
Update attendee
Updates the details of an existing attendee
Update individual appointment
Updates the details of an existing individual appointment
Update patient
Updates the details of an existing patient
Update contact
Updates the details of an existing contact
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch group appointment
Fetches the details of an existing group appointment
Fetch individual appointment
Fetches the details of an existing individual appointment
Fetch invoice
Fetches the details of an existing invoice
Fetch patient
Fetches the details of an existing patient
Fetch contact
Fetches the details of an existing contact
Create document
Creates a new document
Create contact
Creates a new contact
Send sales invoice
Sends a sales invoice to the specified email
Create estimate
Creates a new estimate
Create sales invoice
Creates a new sales invoice
Fetch product
Fetches a product by description
Fetch contact
Fetches a contact by email
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.
Similar apps
What is Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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.
Learn more >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
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
