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Zoho Invoice + Cliniko Integrations

Syncing Zoho Invoice with Cliniko is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zoho Invoice

Zoho Invoice is a simple online app that allows you to send professional invoices and estimates directly from your browser. Zoho Invoice makes creating and sending invoices faster, easier, and more reliable than ever before.

About Cliniko

Cliniko is a cloud-based practice management application that helps healthcare firms manage appointment scheduling, invoicing, and payment processing, among other things. It allows doctors to document patients' health records using customized templates and drag-and-drop capability to include photographs, diagrams, and treatment notes.

Cliniko Integrations
Connect Zoho Invoice + Cliniko in easier way

It's easy to connect Zoho Invoice + Cliniko without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new Contact is added.

  • New Contact Person

    Triggers when a new point of contact is added to an existing contact.

  • New Invoice

    Trigger on a new invoice (with line item support).

  • New Project

    Triggered when a new project is added.

  • Cancelled individual appointment

    Triggered when an individual appointment is cancelled.

  • Deleted individual appointment

    Triggered when an individual appointment is deleted.

  • New Patient

    Trigger when a patient is created.

  • New or Updated Contact

    Triggered when a new contact is created or updated.

  • New or updated group appointment

    Triggered when a group appointments is created or updated.

  • New or updated individual appointment

    Triggered when an individual appointments is created or updated.

  • New or updated patient

    Triggered when a patient is created or updated.

  • New or updated practitioner

    Triggered when a practitioner is created or updated.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Contact Person

    Creates a new point of contact for a specific contact.

  • Create Invoice

    Creates a new invoice.

  • Create Appointment

    Creates a Appointment.

  • Create Contact

    Creates a Contact

  • Create Patient

    Creates a Patient Details.

How Zoho Invoice & Cliniko Integrations Work

  1. Step 1: Choose Zoho Invoice as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Cliniko as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Invoice to Cliniko.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zoho Invoice and Cliniko

Zoho Invoice is a cloud-based online invoicing software that allows small businesses to create and send invoices, track payments, and manage expenses. It is compatible with other Zoho products such as Mail, Contacts, and Projects.

Zoho Invoice comes with a free 30-day trial period and a monthly plan starting from $9 per month. The plans include 50 invoices per month, up to 3 users, unlimited contacts, and 10GB storage.

Cliniko is a cloud-based practice management software that helps doctors manage their patients’ appointments, schedule fplow-ups, and organize patient records. It has modules for managing billing, inventory, and operations. Cliniko is compatible with Electronic Health Record (EHR. systems such as eClinicalWorks, Allscripts, and Practice Fusion. Cliniko supports Android and iOS mobile apps for checking appointment schedules and recording patient notes and activities.

The Cliniko items in Zoho Inventory include:

  • Devices. Fax Machine, Dehumidifier, Computer, Printer, Scanner, and more.
  • Supplies. OFHC Cables, phone cables, Ethernet patch cords, Ethernet switches, Ethernet splitters, Digital Multimeter (DMM), and more.

Integration of Zoho Invoice and Cliniko allows doctors to work more efficiently by letting them complete multiple tasks at once. Doctors can create an invoice based on the service provided to a patient by choosing the appropriate item from Zoho Catalog and then entering the amount and description of the item in the invoice. The invoice can be sent out with Zoho Mail. After sending out the invoice to the patient, the amount will be added to the income in Cliniko. The computer used for this task can also be used to check the patient’s health records in Cliniko while the invoice is being created. This way doctors can keep track of their patients’ health records even when they are working on something else.

Integration of Zoho Invoice and Cliniko also comes with other benefits. For example it reduces the time taken to prepare an invoice by combining the process of creating an invoice with entering the details of the bought items in one place. It also eliminates duplicate work by automatically adding purchases to inventory when you create an invoice. Finally, it eliminates confusion about which invoice number was used to track payments because you can see all your invoices in one place rather than having to search for them separately in different places.

We recommend that Zoho Invoice be integrated with Cliniko because it provides efficient ways for doctors to manage their patients’ records while working on something else. Benefits of integration of Zoho Invoice and Cliniko include reduction of time taken to prepare an invoice by combining the process of creating an invoice with entering the details of the bought items in one place, elimination of duplicate work by automatically adding purchases to inventory when you create an invoice, and elimination of confusion about which invoice number was used to track payments because you can see all your invoices in one place rather than having to search for them separately in different places.

The process to integrate Zoho Invoice and Cliniko may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.