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Cliniko
Tally

Connect Cliniko and Tally

Explore ready-made Cliniko and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate Cliniko with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
Cliniko
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Archives a single contact.

  • Archives a single patient.

  • Archives a single product.

  • Archives a single individual appointment.

  • Cancels an individual appointment by its id.

  • Creates a new contact.

  • Creates a new patient.

  • Creates a new product.

  • Creates a new product stock adjustment. Increases or decreases product stock quantity

  • Creates a new individual appointment.

  • Retrieves an existing booking by its id.

  • Retrieves a single contact by ID.

  • Retrieves an existing patient by given ID.

  • Retrieves an single practitioner by its id.

  • Retrieves a single product by id.

  • Retrieves an existing individual appointment.

  • Retrieves a single invoice by id.

  • Retrieves a single invoice item by id.

  • Performs an arbitrary authorized API call.

  • Unarchives a patient.

  • Updates an existing contact.

  • Updates an exisitng patient.

  • Updates an existing product.

  • Updates an existing individual appointment.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Cliniko and Tally.

Archive a Contact
Archives a single contact.
Action
Archive a Patient
Archives a single patient.
Action
Archive a Product
Archives a single product.
Action
Archive an Individual Appointment
Archives a single individual appointment.
Action
Cancel an Individual Appointment
Cancels an individual appointment by its id.
Action
Create a Contact
Creates a new contact.
Action
Create a Patient
Creates a new patient.
Action
Create a Product
Creates a new product.
Action
Create a Product Stock Adjustment
Creates a new product stock adjustment. Increases or decreases product stock quantity
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.