Integrate Cliniko with Helpwise
Send information between Cliniko and Helpwise automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in Helpwise 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 Helpwise 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 Helpwise.
Create a new contact is in Helpwise each time a new contact is created in Cliniko
Cliniko + Helpwise
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Supported triggers and actions
Integrate Cliniko and Helpwise 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
Contact created
Triggers when a new contact 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 contact
Creates a new contact
Send email
Sends an email to the specified customer
Send WhatsApp message
Sends a WhatsApp message to the specified customer
Send SMS
Sends an SMS message to the specified customer
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.
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What is Helpwise?
Helpwise is a shared inbox & shared email platform for growing teams. It lets you easily manage and reply to customer emails without sharing email logins, track the performance of your teams, and more.
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