Integrate Smartsheet with Cliniko

Send information between Smartsheet and Cliniko automatically, without writing any code, using Zoho Flow.

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Log and record all Cliniko patient invoices in SmartSheet.


Automate your documentation and data management tasks, so that all your data is accessible in one place. This flow will log and record all of a patient's invoices in Smartsheet when an invoice is generated in Cliniko.

How it works

1) A new invoice is generated in Cliniko.
2) Zoho Flow will log and record the invoice in Smartsheet.
Use this flow
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Log and record all Cliniko patient invoices in SmartSheet.

Cliniko + Smartsheet

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Supported triggers and actions

Integrate Smartsheet and Cliniko using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Comment added

Triggers when a new comment is added

Workspace created

Triggers when a new workspace is created

Row added

Triggers when a new row is added

Sheet added

Triggers when a new sheet is created

Row updated

Triggers when an existing row is updated

Invoice created

Triggers when a new invoice is created

Individual appointment created

Triggers when a new individual appointment is created

Individual appointment deleted

Triggers when an existing individual appointment is deleted

Contact created

Triggers when a new contact is created

Group appointment deleted

Triggers when an existing group appointment is deleted

Patient created

Triggers when a new patient is created

Attendee created

Triggers when a new attendee is created

Individual appointment canceled

Triggers when an existing individual appointment is canceled

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

Copy workspace

Creates a copy of the specified workspace

Add row to sheet

Adds a new row in the selected sheet

Share workspace

Shares an existing workspace with the specified users and groups

Share sheet

Shares an existing sheet with the specified users and groups

Update row

Updates the details of the specified row

Fetch row

Fetches the details of the specified row

Create individual appointment

Creates a new individual appointment

Create attendee

Creates a new attendee

Create contact

Creates a new contact

Create patient

Creates a new patient

Create group appointment

Creates a new group appointment

Update contact

Updates the details of an existing contact

Update attendee

Updates the details of an existing attendee

Update group appointment

Updates the details of an existing group appointment

Update patient

Updates the details of an existing patient

Update individual appointment

Updates the details of an existing individual appointment

Fetch group appointment

Fetches the details of an existing group appointment

Fetch invoice

Fetches the details of an existing invoice

Fetch individual appointment

Fetches the details of an existing individual appointment

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

What is Smartsheet?

Smartsheet is a project management tool that helps your teams plan, capture, manage, automate, and report on work at scale.

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.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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

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