Integrate Cliniko with Agile CRM
Send information between Cliniko and Agile CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Agile CRM 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 add a new contact in Agile CRM 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 Agile CRM.
Create a new contact is in Agile CRM each time a new contact is created in Cliniko
Cliniko + Agile CRM
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Supported triggers and actions
Integrate Cliniko and Agile CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Individual appointment created
Triggers when a new individual appointment is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Patient created
Triggers when a new patient is created
Group appointment deleted
Triggers when an existing group appointment is deleted
Patient updated
Triggers when the details of an existing patient are updated
Attendee created
Triggers when a new attendee is created
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Group appointment created
Triggers when a new group appointment is created
Patient case created
Triggers when a new patient case is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create individual appointment
Creates a new individual appointment
Create attendee
Creates a new attendee
Create patient
Creates a new patient
Create group appointment
Creates a new group appointment
Create contact
Creates a new contact
Update individual appointment
Updates the details of an existing individual appointment
Update attendee
Updates the details of an existing attendee
Update contact
Updates the details of an existing contact
Update patient
Updates the details of an existing patient
Update group appointment
Updates 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
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch group appointment
Fetches the details of an existing group appointment
Create Ticket
Creates a new ticket
Create Contact
Creates a new contact
Create Company
Creates a new company
Create Task
Creates a task for the selected contact
Create Event
Creates a new event
Create Deal
Creates a new deal
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 Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
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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