Integrate Cliniko with EngageBay
Send information between Cliniko and EngageBay automatically, without writing any code, using Zoho Flow.
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Add a new contact in EngageBay whenever a new contact is added in Cliniko
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in EngageBay whenever 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 EngageBay.
Add a new contact in EngageBay whenever a new contact is added in Cliniko
Cliniko + EngageBay
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Supported triggers and actions
Integrate Cliniko and EngageBay using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Group appointment created
Triggers when a new group appointment is created
Invoice created
Triggers when a new invoice is created
Attendee created
Triggers when a new attendee is created
Patient case created
Triggers when a new patient case is created
Individual appointment deleted
Triggers when an existing individual appointment is deleted
Patient updated
Triggers when the details of an existing patient are updated
Contact created
Triggers when a new contact is created
Group appointment deleted
Triggers when an existing group appointment is deleted
Individual appointment created
Triggers when a new individual appointment is created
Patient created
Triggers when a new patient is created
Individual appointment canceled
Triggers when an existing individual appointment is canceled
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create individual appointment
Creates a new individual appointment
Create group appointment
Creates a new group appointment
Create attendee
Creates a new attendee
Create patient
Creates a new patient
Update patient
Updates the details of an existing patient
Update contact
Updates the details of an existing contact
Update individual appointment
Updates the details of an existing individual appointment
Update group appointment
Updates the details of an existing group appointment
Update attendee
Updates the details of an existing attendee
Fetch contact
Fetches the details of an existing contact
Fetch group appointment
Fetches the details of an existing group appointment
Fetch patient
Fetches the details of an existing patient
Fetch attendee
Fetches the details of an existing attendee by ID
Fetch practitioner
Fetches the details of an existing practitioner by ID
Fetch invoice
Fetches the details of an existing invoice
Fetch individual appointment
Fetches the details of an existing individual appointment
Create deal
Creates a new deal
Create contact
Creates a new contact
Create company
Creates a new company
Create task
Creates a new task
Create event
Creates a new event
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
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 EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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