Integration

Connect 5pm to Cliniko

When something happens in 5pm, your agent does the next thing in Cliniko. Describe it in plain language and the automation is built, tested on every branch and kept running.

5pm7 triggers5pm21 actionsCliniko17 triggersCliniko31 actions

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What do you want 5pm and Cliniko to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with 5pm and Cliniko

Triggers and actions 24 triggers · 52 actions

Trigger
New Progress
Triggers when a new task progress is created.
Trigger
New Project
Fires when a new project is created in 5pm (poll ProjectsService getList).
Trigger
New Task
Triggers when a new support task is created.
Trigger
New User
Triggers when a new support user is created.
Trigger
Updated Project
Fires when a project is updated in 5pm (poll ProjectsService getList).
Trigger
Updated Task
Triggers when a new support task is updated.
Trigger
Updated User
Triggers when a new support user is updated.
Action
Add Task Progress
Add Task Progress (progress in percent and house down).
Action
Add User
Create a new user in the 5pm account (UsersService add).
Action
Create Note
Creates a new note in task.
Action
Create Project
Creates a new project.
Action
Create Task
Action
Delete Note
Remove an activity note/progress message (ActivityService remove).
Action
Delete Project
Remove a project (ProjectsService remove).
Action
Delete Task
Remove a task from a 5pm project (TasksService remove).
Action
Delete User
Remove a user from the account (UsersService remove).
Action
Find Project by Id
Retrieve a single project by its id (ProjectsService getById).
Action
Find Task
Finds a task in the application.
Action
Find Task by Id
Finds a task by Id in the application.
Action
Find User by Email
Retrieve a user by their email address (UsersService getByEmail).
Action
Find User by Id
Finds a user by Id in the system.
Action
List Notes
List activity notes/progress messages on a task (ActivityService getList).
Action
List Projects
List all projects in the account (ProjectsService getAll/getList).
Action
List Users
List all users in the account (UsersService getAll).
Action
Update Note
Update an activity note/progress message (ActivityService update).
Action
Update Project
Update a project's fields (ProjectsService update).
Action
Update Task
Update task in the application.
Action
Update User
Update a user's fields (UsersService update).
Trigger
Cancelled individual appointment
Triggered when an individual appointment is cancelled.
Trigger
New cancelled attendee
Triggered when an attendee is cancelled.
Trigger
New or updated attendee
Triggered when an attendee is created or updated.
Trigger
New or updated business
Triggered when a business is created or updated.
Trigger
New or updated communication
Triggered when a communication is created or updated.
Trigger
New or updated contact
Triggered when a contact is created or updated.
Trigger
New or updated daily availability
Triggered when a daily availability is created or updated.
Trigger
New or updated group appointment
Triggered when a group appointment is created or updated.
Trigger
New or updated individual appointment
Triggered when an individual appointment is created or updated.
Trigger
New or updated invoice
Triggered when an invoice is created or updated.
Trigger
New or updated patient
Triggered when a patient is created or updated.
Trigger
New or updated patient case
Triggered when a patient case is created or updated.
Trigger
New or updated practitioner
Triggered when a practitioner is created or updated.
Trigger
New or updated treatment notes
Triggered when treatment notes is created or updated.
Trigger
Patient added or removed for group appointment in date range
Triggered when a patient is added or removed for a group appointment within the specified date range.
Trigger
Two-way sync new or updated contacts
A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated patients
A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Action
Archive patient
Archives a patient. An error will occur if the patient is not found.
Action
Create contact
Creates a new contact.
Action
Create patient
Creates a new patient.
Action
Find Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
Action
Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
Action
Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Action
Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Action
Get appointment
Returns details of the specified appointment.
Action
Get appointments by practitioner ID
Returns appointment details by practitioner ID.
Action
Get appointment type
Returns details of the specified appointment type.
Action
Get appointment type billable item
Returns details for a billable item.
Action
Get billable item
Returns details of the specified billable item.
Action
Get business
Returns details of the specified business.
Action
Get cancelled appointment
Returns details of the specified cancelled appointment.
Action
Get contact
Returns details of the specified contact.
Action
Get group appointment
Returns details of the specified group appointment.
Action
Get group appointment attendees
Returns attendee information for the specified group appointment.
Action
Get individual appointment attendees
Returns attendee information for the specified individual appointment.
Action
Get invoice
Returns details of the specified invoice.
Action
Get patient
Returns details of the specified patient.
Action
Get patient case
Returns details of the specified patient case.
Action
Get patient referral source
Returns the referral source for the specified patient.
Action
Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
Action
Get practitioner availabilities
Returns availability information for the specified practitioner.
Action
List invoices for patient case
Emits all invoice IDs for the specified patient case.
Action
Two-way sync add or update a contact
An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Two-way sync add or update a patient
An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Update contact
Updates a contact.
Action
Update patient
Updates a patient.
Action
Update patient custom field
Updates the value of the specified custom field for the specified patient.
Action
Update patient referral
Sets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).

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