Integrate Cliniko with Teamleader
Send information between Cliniko and Teamleader automatically, without writing any code, using Zoho Flow.
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Generate a new contact in Teamleader each time a new contact is created in Cliniko
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in Teamleader 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 Teamleader.
Generate a new contact in Teamleader each time a new contact is created in Cliniko
Cliniko + Teamleader
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Supported triggers and actions
Integrate Cliniko and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Patient case created
Triggers when a new patient case is created
Patient created
Triggers when a new patient is created
Individual appointment created
Triggers when a new individual appointment is created
Contact created
Triggers when a new contact is created
Group appointment created
Triggers when a new group appointment is created
Attendee created
Triggers when a new attendee is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Group appointment deleted
Triggers when an existing group appointment is deleted
Patient updated
Triggers when the details of an existing patient are updated
Invoice created
Triggers when a new invoice is created
Contact added
Triggers when a new contact is added
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create patient
Creates a new patient
Create attendee
Creates a new attendee
Create group appointment
Creates a new group appointment
Create individual appointment
Creates a new individual appointment
Create contact
Creates a new contact
Update individual appointment
Updates the details of an existing individual appointment
Update contact
Updates the details of an existing contact
Update patient
Updates the details of an existing patient
Update attendee
Updates the details of an existing attendee
Update group appointment
Updates the details of an existing group appointment
Fetch practitioner
Fetches the details of an existing practitioner by ID
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch individual appointment
Fetches the details of an existing individual appointment
Fetch patient
Fetches the details of an existing patient
Fetch group appointment
Fetches the details of an existing group appointment
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company 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.
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What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
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