Salesflare Salesflare Integrations

Cliniko and Salesflare

cliniko.com ↗

How to connect Cliniko

What you can automate

  • When new Ended Appointments in Cliniko, create a meeting, then create a call in Salesflare.
  • When new Appointments in Cliniko, create a meeting, then create a call in Salesflare.
  • When new Contacts in Cliniko, create a contact in Salesflare.
  • When new Invoices in Cliniko, create an opportunity, then create a contact in Salesflare.
  • When new Patients in Cliniko, create a contact in Salesflare.
  • When new Updated Contacts in Cliniko, create a contact in Salesflare.

Cliniko operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch Ended Appointments — Watches for ended appointments.
  • Watch New Appointments — Watches for new appointments.
  • Watch New Contacts — Watches for new contacts.
  • Watch New Invoices — Watches for new invoices.
  • Watch New Patients — Watches for new patients.
Show 1 more triggers
  • Watch Updated Contacts — Watches for updated contacts.

Actions (24)

Things Salesflare can make it do

  • Archive a Contact — Archives a single contact.
  • Archive a Patient — Archives a single patient.
  • Archive a Product — Archives a single product.
  • Archive an Individual Appointment — Archives a single individual appointment.
  • Cancel an Individual Appointment — Cancels an individual appointment by its id.
Show 19 more actions
  • Create a Contact — Creates a new contact.
  • Create a Patient — Creates a new patient.
  • Create a Product — Creates a new product.
  • Create a Product Stock Adjustment — Creates a new product stock adjustment. Increases or decreases product stock quantity
  • Create an Individual Appointment — Creates a new individual appointment.
  • Get a Booking — Retrieves an existing booking by its id.
  • Get a Contact — Retrieves a single contact by ID.
  • Get a Patient — Retrieves an existing patient by given ID.
  • Get a Practitioner — Retrieves an single practitioner by its id.
  • Get a Product — Retrieves a single product by id.
  • Get an Individual Appointment — Retrieves an existing individual appointment.
  • Get an Invoice — Retrieves a single invoice by id.
  • Get an Invoice Item — Retrieves a single invoice item by id.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Unarchive a Patient — Unarchives a patient.
  • Update a Contact — Updates an existing contact.
  • Update a Patient — Updates an exisitng patient.
  • Update a Product — Updates an existing product.
  • Update an Individual Appointment — Updates an existing individual appointment.

Searches (8)

Look up existing records

  • Search Bookings — Searches for bookings.
  • Search Contacts — Searches for contacts.
  • Search Individual Appointments — Searches for individual appointments.
  • Search Invoice Items — Searches for invoice items.
  • Search Invoices — Searches for invoices.
Show 3 more searches
  • Search Patients — Searches for patients by different criteria.
  • Search Practitioners — Searches for practitioners.
  • Search Products — Searches for products.

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