

Integrate Cliniko with Upsales
Send information between Cliniko and Upsales automatically, without writing any code, using Zoho Flow.
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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

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

Opportunity created
Triggers when a new opportunity is created

Order placed
Triggers when a new order is placed

User created
Triggers when a new user is created

Appointment created
Triggers when a new appointment is created

Activity created
Triggers when a new activity is created

Company created
Triggers when a new company is created

Product created
Triggers when a new product is created

Event created
Triggers when a new event 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 company
Creates a new company

Create contact
Creates a new contact

Create appointment
Creates a new appointment

Create order
Creates a new order

Create activity
Creates a new activity

Create product
Creates a new product
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 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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