Integration

Connect Cliniko to Grist

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

Cliniko17 triggersCliniko31 actionsGrist4 triggersGrist21 actions

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Everything your agent can do with Cliniko and Grist

Triggers and actions 21 triggers · 52 actions

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).
Trigger
New or Updated Record
Triggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)
Triggers when a Record is updated, or a new Record is added.
Trigger
New Record
Triggered when a new row is added to a Grist table.
Trigger
New Record (Instant)
Triggers when a new Record is created
Action
Add Column
Adds a column to a table in a Grist document.
Action
Add Table
Creates a new table in a Grist document, optionally with a starting set of columns.
Action
Create Document
Creates a new document in a Grist workspace and returns its document ID.
Action
Create or Update Record
Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create Record
Adds a new row to a Grist table and returns its row ID.
Action
Create Workspace
Creates a new workspace in a Grist organization and returns its ID.
Action
Delete Document
Deletes a Grist document permanently.
Action
Delete Records
Deletes one or more rows from a Grist table by row ID.
Action
Delete Workspace
Deletes a Grist workspace along with every document inside it.
Action
Find Record
Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get Document
Returns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get Org
Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get Workspace
Returns the details of one Grist workspace, including the documents it contains.
Action
List Columns
Returns the columns of a Grist table, with each column's ID, label, and type.
Action
List Orgs
Returns every Grist organization (team site) this connection can reach.
Action
List Tables
Returns the tables in a Grist document.
Action
List Workspaces
Returns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL Query
Runs a read-only SELECT statement against a Grist document and returns the rows.
Action
Update Document
Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update Record
Changes the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update Workspace
Renames a Grist workspace.

Each app on its own

The other way round: Grist to Cliniko