Integration

Connect Cliniko to Intervals

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

Cliniko17 triggersCliniko31 actionsIntervals6 triggersIntervals38 actions

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Everything your agent can do with Cliniko and Intervals

Triggers and actions 23 triggers · 69 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 client
Polling trigger: fires when a new client is created in Intervals (GET /client).
Trigger
New invoice
Polling trigger: fires when a new invoice is created in Intervals (GET /invoice).
Trigger
New milestone
Polling trigger: fires when a new milestone is created in Intervals (GET /milestone).
Trigger
New person
Polling trigger: fires when a new person is added in Intervals (GET /person).
Trigger
New project
Polling trigger: fires when a new project is created in Intervals (GET /project).
Trigger
New task
Polling trigger: fires when a new task is created in Intervals (GET /task).
Action
Add client
Create a new client.
Action
Add expense
Create a new expense.
Action
Add invoice
Create a new invoice.
Action
Add milestone
Create a new milestone.
Action
Add person
Create a new person (team member).
Action
Add project
Create a new project.
Action
Add task
Create a new task.
Action
Add time entry
Log a new time entry against a task.
Action
Add timer
Start a new timer for a task.
Action
Delete client
Delete a client.
Action
Delete expense
Delete an expense.
Action
Delete invoice
Delete an invoice.
Action
Delete milestone
Delete a milestone.
Action
Delete person
Delete a person.
Action
Delete project
Delete a project.
Action
Delete task
Delete a task.
Action
Delete time entry
Delete a logged time entry.
Action
Delete timer
Delete a timer.
Action
Get client
Retrieve a single client by id.
Action
Get expense
Retrieve a single expense by id.
Action
Get invoice
Retrieve a single invoice by id.
Action
Get milestone
Retrieve a single milestone by id.
Action
Get person
Retrieve a single person by id.
Action
Get project
Retrieve a single project by id.
Action
Get task
Retrieve a single task by id.
Action
Get time entry
Retrieve a single logged time entry by id.
Action
Get timer
Retrieve a single timer by id.
Action
List milestones
Retrieve all milestones in the Intervals account.
Action
List tasks
Retrieve all tasks in the Intervals account.
Action
Update client
Update an existing client's details.
Action
Update expense
Update an existing expense.
Action
Update invoice
Update an existing invoice.
Action
Update milestone
Update an existing milestone.
Action
Update person
Update an existing person's details.
Action
Update project
Update an existing project's details.
Action
Update task
Update an existing task's details.
Action
Update time entry
Update an existing logged time entry.
Action
Update timer
Update a timer (e.g. stop or adjust it).

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