Integrate Cliniko with Outreach
Send information between Cliniko and Outreach automatically, without writing any code, using Zoho Flow.
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Create a new contact in Outreach whenever a new contact is created in Cliniko
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in Outreach whenever a new contact is created in Cliniko.
How it works
- The flow triggers when a new contact is created in Cliniko.
- Zoho Flow adds a new recipient in Outreach.
Create a new contact in Outreach whenever a new contact is created in Cliniko
Cliniko + Outreach
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Supported triggers and actions
Integrate Cliniko and Outreach 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
Sequence state created or deleted
Triggers when a sequence state is created or deleted
Prospect updated
Triggers when any detail of an existing prospect is updated
Sequence state updated
Triggers when the state of an existing sequence is updated
Call created or deleted
Triggers when a call is created or deleted
Task updated
Triggers when any detail of an existing task is updated
Opportunity created or deleted
Triggers when an opportunity is created or deleted
Opportunity updated
Triggers when any detail of an existing opportunity is updated
Account updated
Triggers when any detail of an existing account is updated
Sequence created or deleted
Triggers when a sequence is created or deleted
Prospect created or deleted
Triggers when a prospect is created or deleted
Sequence updated
Triggers when any detail of an existing sequence is updated
Mail updated
Triggers when any detail of an existing mail is updated
Call updated
Triggers when any detail of an existing call is updated
Mailing event
Triggers when a mail is created, delivered, bounced, opened, replied, or deleted
Account created or deleted
Triggers when an account is created or deleted
Task created or deleted
Triggers when a task is created or deleted
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
Add prospect to sequence
Adds a prospect to the specified sequence
Add prospect
Adds a new prospect
Log call
Logs a new call
Add recipient
Adds a new recipient
Create task
Creates a new task
Create account
Creates a new account
Create opportunity
Creates a new opportunity
Update prospect
Updates an existing prospect
Update account
Updates the details of an existing account
Fetch opportunity - By ID
Fetches the details of an existing opportunity by ID
Fetch persona - By ID
Fetches the details of an existing persona by ID
Fetch opportunity stage - By ID
Fetches the details of an existing opportunity stage by its ID
Fetch task priority - By name
Fetches the details of an existing task priority by name
Fetch call purpose - By ID
Fetches the details of an existing call purpose by ID
Fetch user - By email address
Fetches the details of an existing user by email address
Fetch prospect - By name or email
Fetches the details of an existing prospect by first name, last name, or email
Fetch call disposition - By name
Fetches the details of an existing call disposition status by name
Fetch opportunity stage - By name
Fetches the details of an existing opportunity stage by its name
Fetch persona - By name
Fetches the details of an existing persona by name
Fetch user - By ID
Fetches the details of an existing user by ID
Fetch opportunity - By name
Fetches the details of an existing opportunity by name
Fetch call purpose - By name
Fetches the details of an existing call purpose by name
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Fetch mailbox
Fetches an existing mailbox by its email address
Fetch sequence
Fetches the details of a sequence by its name
Fetch mailing
Fetches the details of an existing mailing by ID
Fetch account - By name
Fetches the details of an existing account by name
Fetch prospect stage - By ID
Fetches the details of an existing prospect stage by its ID
Fetch account - By ID
Fetches the details of an existing account by ID
Fetch task priority - By ID
Fetches the details of an existing task priority by ID
Fetch prospect stage - By name
Fetches the details of an existing prospect stage by name
Fetch call disposition - By ID
Fetches the details of an existing call disposition status by 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 Outreach?
Outreach is a sales engagement platform that lets you reach out to prospects through call, email, text, or social networks. It lets you build process workflows, manage tasks, and monitor performance metrics.
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