Integrate Cliniko with SendGrid
Send information between Cliniko and SendGrid automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SendGrid each time a new contact is created in Cliniko
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in SendGrid 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 adds a new contact. Updates the details if it already exists. in SendGrid.
Generate a new contact in SendGrid each time a new contact is created in Cliniko
Cliniko + SendGrid
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Supported triggers and actions
Integrate Cliniko and SendGrid 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
Contact created
Triggers when a new contact is created
New report generated
Triggers when a new email campaign report is generated
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 suppression group
Creates a new suppression group
Send email
Sends an email to the specified recipients
Add email address to suppression group
Adds the specified email address to the selected suppression group
Create single send email
Creates a single send email and stores it in draft
Add or update contact
Adds a new contact. Updates the details if it already exists.
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
