Integrate Cliniko with Upsales
Send information between Cliniko and Upsales automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in Upsales whenever a new contact is created in Cliniko
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in Upsales 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 Upsales.
Create a new contact in Upsales whenever a new contact is created in Cliniko
Cliniko + Upsales
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Supported triggers and actions
Integrate Cliniko and Upsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Patient updated
Triggers when the details of an existing patient are updated
Group appointment created
Triggers when a new group appointment is created
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Patient case created
Triggers when a new patient case is created
Patient created
Triggers when a new patient is created
Attendee created
Triggers when a new attendee 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
Individual appointment created
Triggers when a new individual appointment is created
Company created
Triggers when a new company is created
User created
Triggers when a new user is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
Order placed
Triggers when a new order is placed
Event created
Triggers when a new event is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create individual appointment
Creates a new individual appointment
Create contact
Creates a new contact
Create patient
Creates a new patient
Create attendee
Creates a new attendee
Create group appointment
Creates a new group 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
Update individual appointment
Updates the details of an existing individual appointment
Fetch practitioner
Fetches the details of an existing practitioner by ID
Fetch invoice
Fetches the details of an existing invoice
Fetch patient
Fetches the details of an existing patient
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch contact
Fetches the details of an existing contact
Fetch group appointment
Fetches the details of an existing group appointment
Fetch individual appointment
Fetches the details of an existing individual appointment
Create company
Creates a new company
Create product
Creates a new product
Create order
Creates a new order
Create activity
Creates a new activity
Create contact
Creates a new contact
Create appointment
Creates a new appointment
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 Upsales?
Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.
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