STEP 1
Connect Cliniko and Zoho Desk
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cliniko and Zoho Desk Integration
Build support workflows between Cliniko and Zoho Desk on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cliniko and Zoho Desk
Detailed info you need to know about Cliniko and Zoho Desk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Zoho Desk
Set up your Cliniko and Zoho Desk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Zoho Desk nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Cliniko and Zoho Desk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Zoho Desk work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Zoho Desk that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Cliniko triggersZoho Desk actions
Cliniko modules
- Archive a ContactArchives a single contact.
- Archive an Individual AppointmentArchives a single individual appointments.
- Archive a PatientArchives a single patient.
- Archive a ProductArchives a single product.
- Cancel an Individual AppointmentCancels an individual appointment by its ID.
- Create a ContactCreates a new contact.
- Create an Individual AppointmentCreates a new individual appointment.
- Create a PatientCreates a new patient.
- Create a ProductCreates a new product.
- Create a Product Stock AdjustmentCreates a new product stock adjustment. Increases or decreases product stock quantity.
- Get a BookingRetrieves an existing booking.
- Get a ContactRetrieves a single contact by ID.
- Get an Individual ApppointmentRetrieves an existing individual appointment.
- Get an InvoiceRetrieves a single invoice by id.
- Get an Invoice ItemRetrieves a single invoice item by id.
- Get a PatientRetrieves an existing patient by given ID.
- Get a PractitionerRetrieves an single practitioner by its id.
- Get a ProductRetrieves a single product by id.
- Make API CallPerforms an arbitrary authorized API call.
- Search BookingsSearches for bookings.
- Search ContactsSearches for contacts.
- Search Individual AppointmentsSearches for individual appointments.
- Search Invoice ItemsSearches items for a single invoice.
- Search InvoicesSearches for invoices.
- Search PatientsSearches for patients by different criteria.
- Search PractitionersSearches for practitioners.
- Search ProductsSearches for products.
- Search Treatment NotesSearches for treatment notes.
- Unarchive a PatientUnarchives a single patient.
- Update a ContactUpdates a single contact.
- Update an Individual AppointmentUpdates an individual appointment.
- Update a PatientUpdates a single patient.
- Update a ProductUpdates an existing product.
- Watch Ended AppointmentsWatches for ended appointments.
- Watch New AppointmentsWatches for new appointments.
- Watch New ContactsWatches for new contacts.
- Watch New InvoicesWatches for new invoices.
- Watch New PatientsWatches for new patients.
- Watch Updated ContactsWatches for updated contacts.
Zoho Desk modules
- Add Accounts to ContactLinks one or more accounts to a contact.
- Add Tags to TicketAdds one or more tags to a ticket.
- Add Ticket FollowersAdds agents as followers of a ticket.
- Add Ticket Time EntryLogs time on a ticket.
- Close TicketsCloses one or more tickets.
- Create AccountCreates a new account.
- Create Account CommentAdds a comment to an account.
- Create CallLogs a new call.
- Create ContactCreates a new contact.
- Create Contact CommentAdds a comment to a contact.
- Create Email Reply DraftSaves an email reply on a ticket as a draft.
- Create EventCreates a new event.
- Create ProductCreates a new product.
- Create TaskCreates a new task.
- Create Task CommentAdds a comment to a task.
- Create TicketCreates a new ticket.
- Create Ticket ApprovalRequests an approval on a ticket.
- Create Ticket CommentAdds a comment to a ticket.
- Delete Account CommentDeletes a comment from an account.
- Delete AccountsMoves one or more accounts to the recycle bin.
- Delete CallsMoves one or more calls to the recycle bin.
- Delete Contact CommentDeletes a comment from a contact.
- Delete ContactsMoves one or more contacts to the recycle bin.
- Delete EventsMoves one or more events to the recycle bin.
- Delete ProductsMoves one or more products to the recycle bin.
- Delete Reply DraftDeletes a draft reply from a ticket.
- Delete Task CommentDeletes a comment from a task.
- Delete TasksMoves one or more tasks to the recycle bin.
- Delete Thread AttachmentRemoves a file from a draft reply.
- Delete Ticket AttachmentDeletes a file attached to a ticket.
- Delete Ticket CommentDeletes a comment from a ticket.
- Delete Ticket ResolutionRemoves the resolution note from a ticket.
- Delete TicketsMoves one or more tickets to the recycle bin.
- Delete Ticket Time EntryDeletes a time entry from a ticket.
- Download Thread AttachmentDownloads a file attached to a ticket thread.
- Get AccountReturns a single account.
- Get Account CommentReturns a single comment on an account.
- Get Account HistoryRetrieves the ticket activity history of an account.
- Get AgentReturns a single agent.
- Get Agent by EmailReturns the agent who has an email address.
- Get CallReturns a single call.
- Get ContactReturns a single contact.
- Get Contact CommentReturns a single comment on a contact.
- Get Contact HistoryRetrieves the ticket activity history of a contact.
- Get DepartmentReturns a single department.
- Get EventReturns a single event.
- Get Latest Ticket ThreadReturns the most recent thread of a ticket.
- Get My Agent ProfileReturns the profile of the connected agent.
- Get Original Email ContentReturns the original email source of a thread.
- Get ProductReturns a single product.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Zoho Desk integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cliniko and Zoho Desk.
Connect your Cliniko and Zoho Desk accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Cliniko's "Watch Ended Appointments" fires, WEXTL can "Add Accounts to Contact" in Zoho Desk. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Zoho Desk has 141 actions (including Add Accounts to Contact, Add Tags to Ticket, and Add Ticket Followers). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Cliniko-to-Zoho Desk automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Cliniko (or Zoho Desk) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Cliniko + Zoho Desk automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Cliniko and Zoho Desk integration.
- Cliniko and Zoho Desk integration source code, module specs and credentials implementation.
- Our Cliniko and Zoho Desk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Zoho Desk — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Cliniko integration information
- Zoho Desk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library