Connect Act! and Cliniko

Both apps 83Act! 30Cliniko 53

• Trigger
  Contact Updated

  Triggers when an Act! contact is created or updated.

• Trigger
  New Company

  Triggers when a new company is created in Act!.

• Trigger
  New Contact

  Triggers when a new contact is created in Act!.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Act!.

• Action
  Add Activity

  Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

• Action
  Add Company

  Creates a new company in Act!.

• Action
  Add Contact

  Creates a new contact in your Act! database.

• Action
  Add Group

  Creates a new group in Act!.

• Action
  Add History

  Records a history item (a logged interaction) in Act!, optionally on a contact.

• Action
  Add Note

  Adds a note in Act!, optionally attached to a contact.

• Action
  Add Opportunity

  Creates a new sales opportunity in Act!.

• Action
  Delete company

  Deletes an existing company from your Act! database.

• Action
  Delete Contact

  Deletes an Act! contact by its ID.

• Action
  Delete group

  Deletes an existing group in Act!.

• Action
  Delete note

  Deletes an existing note in Act!.

• Action
  Delete opportunity

  Deletes an opportunity from your Act! database.

• Action
  Find Company

  Finds companies in Act! by exact name.

• Action
  Find Contact

  Finds contacts in Act! by email address.

• Action
  Find Group

  Finds groups in Act! by exact name.

• Action
  Get company

  Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

• Action
  Get Contact

  Returns one Act! contact by its ID.

• Action
  Get group

  Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

• Action
  Get opportunity

  Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

• Action
  List companies

  Returns the companies in your Act! database, optionally filtered and sorted.

• Action
  List contacts

  Returns contacts from your Act! database, optionally filtered and sorted.

• Action
  Update company

  Updates an existing company in Act!, changing only the fields you fill in.

• Action
  Update Contact

  Updates the fields you supply on an existing Act! contact.

• Action
  Update group

  Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

• Action
  Update note

  Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates the fields you supply on an existing Act! opportunity.

• 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
  Find Patient by Email and Date of Birth

  Finds the single active patient whose email and date of birth both match, returning the patient ID and the match count.

• 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 attachment

  Returns a patient attachment from Cliniko, including its filename, file type and description.

• 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 Appointments in Date Range

  Returns every individual appointment that starts within a given time window, with the total count.

• Action
  List invoices for patient case

  Emits all invoice IDs for the specified patient case.

• Action
  List Patients

  Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count.

• 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).

• Action
  Upload patient attachment

  Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.