Cliniko Integrations, Integrate Cliniko using AI Agents
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Here is a list of Cliniko Triggers and Actions available for Cliniko integrations
Explore the various ways you can integrate with Cliniko and automate your workflow by leveraging these Triggers and Actions.
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Cancelled individual appointment
Triggered when an individual appointment is cancelled.
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Client Appointment Form
Triggered when appointment form is created.
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Deleted individual appointment
Triggered when an individual appointment is deleted.
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New Invoice
Trigger when an invoice is created
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New Patient
Trigger when a patient is created.
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New Patients Arrived
Triggered when a Patients Arrived
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New Product
Trigger when a product is created.
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New Unavailable Blocks
Triggered when an unavailable blocks is created
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New or Updated Contact
Triggered when a new contact is created or updated.
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New or updated group appointment
Triggered when a group appointments is created or updated.
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New or updated individual appointment
Triggered when an individual appointments is created or updated.
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New or updated patient
Triggered when a patient is created or updated.
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New or updated practitioner
Triggered when a practitioner is created or updated.
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New or updated treatment notes
Triggered when treatment notes is created or updated.
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Updated Invoice
Triggered when an invoice is updated
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Cancel Appointment
Cancel the exiting appointment.
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Create Appointment
Creates a Appointment.
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Create Contact
Creates a Contact
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Create Patient
Creates a Patient Details.
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Create Patient Attachment
Create patient attachment.
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Stock Adjustment
Creates a stock adjustments
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Update Appointment
Update an existing appointment.
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Update Patient
Update a Patient Details
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Find Appointment
Search a appointment.
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Find Contact
Search a contact on email.
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Find and Create Appointment Type
Search a appointment type by category..
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Find and Create Patient
Search a patient on email .
How to Set Up Cliniko Integrations
Follow the steps below to start setting up your Cliniko integrations using Appy Pie Automate:
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Step 1: Sign Up or Log In
Visit Appy Pie Automate and sign up or login if you already have an account.
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Step 2: Select App
Select the Cliniko in the App directory and select your desired trigger event.
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Step 3: Connect Account
Connect your Cliniko account & authenticate it.
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Step 4: Trigger Ready
Your Cliniko is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for Cliniko Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Update Record in Airtable when New or updated patient is created in cliniko
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When this happens:
New or updated patient
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Then do this:
Update Record
Create Contact to GoHighLevel from New Patient in cliniko
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When this happens:
New Patient
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Then do this:
Create Contact
Delete Event in Microsoft Outlook when Cancelled individual appointment is added to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Delete Event
Create/Update Subscriber to MailerLite from New or updated patient in cliniko
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When this happens:
New or updated patient
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Then do this:
Create/Update Subscriber
Create/Update Contact to Zoho CRM from New or updated patient in cliniko
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When this happens:
New or updated patient
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Then do this:
Create/Update Contact
Create Invoice to QuickBooks Online from New Patient in cliniko
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When this happens:
New Patient
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Then do this:
Create Invoice
Create or Update Contacts to Google Contacts from New or Updated Contact in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Create or Update Contacts
Create Customer to QuickBooks Online from New or Updated Contact in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Create Customer
Create Record to Airtable from New or updated patient in cliniko
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When this happens:
New or updated patient
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Then do this:
Create Record
Create Event to Microsoft Outlook from New or updated group appointment in cliniko
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When this happens:
New or updated group appointment
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Then do this:
Create Event
Create/Update Subscriber to MailerLite from New Patient in cliniko
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When this happens:
New Patient
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Then do this:
Create/Update Subscriber
Update Contact in ActiveCampaign when New or Updated Contact is created in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Update Contact
Update Person in Pipedrive when New or Updated Contact is created in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Update Person
Create Customer to SquareUp from New or Updated Contact in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Create Customer
Create Event from Microsoft Outlook from Deleted individual appointment to cliniko
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When this happens:
Deleted individual appointment
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Then do this:
Create Event
Create Order to SquareUp from New or Updated Contact in cliniko
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When this happens:
New or Updated Contact
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Then do this:
Create Order
Create Contact from GoHighLevel from Cancelled individual appointment to cliniko
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When this happens:
Cancelled individual appointment
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Then do this:
Create Contact
Create/Update Subscriber to MailerLite from New or updated individual appointment in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Create/Update Subscriber
Create Customer to SquareUp from New or updated individual appointment in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Create Customer
Add Row to Table in Microsoft Excel when New or updated individual appointment is created in cliniko
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When this happens:
New or updated individual appointment
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Then do this:
Add Row to Table
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Frequently Asked Questions
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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.
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When evaluating the security of Cliniko's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that Cliniko and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of Cliniko's integrations, ensuring a robust and protected environment.
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