Integrate PlanSo Forms with Cliniko
Send information between PlanSo Forms and Cliniko automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Schedule a new booking in Cliniko from every new form submission in PlanSo Forms
Ensure quick and efficient service by instantly creating bookings from forms app submissions. This flow records a new booking in Cliniko upon every new form submission in PlanSo Forms.
How it works
- The flow triggers when a new form entry is made in PlanSo Forms.
- Zoho Flow creates a new individual appointment in Cliniko.
Schedule a new booking in Cliniko from every new form submission in PlanSo Forms
PlanSo Forms + Cliniko
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Supported triggers and actions
Integrate PlanSo Forms and Cliniko using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
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
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
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
