Integration
Connect Cliniko and JotForm
When New or updated patient fires in Cliniko, your agent runs Clone Form in JotForm, or New Form Submission in JotForm to Create contact in Cliniko. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Cliniko and JotForm to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Connecting JotForm and Cliniko means the intake, consent and details-change forms patients fill in online land in the right place in your practice records. A submission can look up an existing Cliniko patient by email, create one when there is no match, or update the record you already hold. Cliniko changes can feed back into JotForm as submissions or new forms for a practitioner.
Cliniko and JotForm customer stories
Example flows
What Cliniko and JotForm can do together
From Cliniko to JotForm
When New or updated patient in Cliniko
then Clone Form in JotForm
From JotForm to Cliniko
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Cliniko and JotForm
Triggers and actions 19 triggers · 72 actions
- Cancelled individual appointment
Triggered when an individual appointment is cancelled.
- New cancelled attendee
Triggered when an attendee is cancelled.
- New or updated attendee
Triggered when an attendee is created or updated.
- New or updated business
Triggered when a business is created or updated.
- New or updated communication
Triggered when a communication is created or updated.
- New or updated contact
Triggered when a contact is created or updated.
- New or updated daily availability
Triggered when a daily availability is created or updated.
- New or updated group appointment
Triggered when a group appointment is created or updated.
- New or updated individual appointment
Triggered when an individual appointment is created or updated.
- New or updated invoice
Triggered when an invoice is created or updated.
- New or updated patient
Triggered when a patient is created or updated.
- New or updated patient case
Triggered when a patient case is created or updated.
- New or updated practitioner
Triggered when a practitioner is created or updated.
- New or updated treatment notes
Triggered when treatment notes is created or updated.
- 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.
- 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.
- 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.
- Archive patient
Archives a patient. An error will occur if the patient is not found.
- Create contact
Creates a new contact.
- Create patient
Creates a new patient.
- Find Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
- Find cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
- Find contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
- Find patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
- 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.
- Get appointment
Returns details of the specified appointment.
- Get appointments by practitioner ID
Returns appointment details by practitioner ID.
- Get appointment type
Returns details of the specified appointment type.
- Get appointment type billable item
Returns details for a billable item.
- Get billable item
Returns details of the specified billable item.
- Get business
Returns details of the specified business.
- Get cancelled appointment
Returns details of the specified cancelled appointment.
- Get contact
Returns details of the specified contact.
- Get group appointment
Returns details of the specified group appointment.
- Get group appointment attendees
Returns attendee information for the specified group appointment.
- Get individual appointment attendees
Returns attendee information for the specified individual appointment.
- Get invoice
Returns details of the specified invoice.
- Get patient
Returns details of the specified patient.
- Get patient attachment
Returns a patient attachment from Cliniko, including its filename, file type and description.
- Get patient case
Returns details of the specified patient case.
- Get patient referral source
Returns the referral source for the specified patient.
- Get practitioner
Returns details of the specified practitioner. An error occurs if not found.
- Get practitioner availabilities
Returns availability information for the specified practitioner.
- List Appointments in Date Range
Returns every individual appointment that starts within a given time window, with the total count.
- List invoices for patient case
Emits all invoice IDs for the specified patient case.
- List Patients
Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count.
- 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.
- 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.
- Update contact
Updates a contact.
- Update patient
Updates a patient.
- Update patient custom field
Updates the value of the specified custom field for the specified patient.
- 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).
- Upload patient attachment
Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment.
- New Form Submission
Polling trigger: fires when a new submission is received for the specified form.
- New Form Submission (instant)
Triggers instantly when someone submits the chosen form.
- Add New Question to Specified Form
Add new question to specified form
- Add or Edit a Single Question Properties
Add or edit a single question properties
- Add Resources to Label
Add Resources to Label
- Add Submissions to the Form
Add Submissions to the Form
- Clone Form
Clone an existing form.
- Create Folder
Create Folder
- Create Form
Create a new form
- Create or Replace Form
Create new forms
- Create Report
Create report
- Create Submission
Add a new submission to a form. Provide answers keyed by submission[<qid>] field names.
- Delete a Report
Delete a Report
- Delete Folder
Delete Folder
- Delete Form
Delete a form (moves to trash).
- Delete Form Question
Delete Form Question
- Delete Submission
Delete a single submission.
- Edit Submission Data
Edit Submission Data
- Get Details About a Question
Get Details About a Question
- Get Folder
Get details of a specific folder including the forms it contains.
- Get Form
Get the details of a specific form.
- Get Form Files
List files uploaded to a form's submissions.
- Get Form Questions
Get a list of all questions on a form.
- Get History
Get History
- Get Label Resources
Get Label Resources
- Get Report Details
Get Report Details
- Get Submission
Get details of a specific submission.
- Get Submission PDF
Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach.
- Get User Reports
Get User Reports
- List Account Submissions
List all submissions across all forms on the account.
- List Folders
Get a list of form folders on the account.
- List Form Reports
List all reports for a specific form.
- List Forms
List all forms on the account.
- List Form Submissions
List submissions for a specific form.
- Remove Resources from Label
Remove Resources from Label
- Replace Form Properties
Add or edit properties of a specific form
- Set Form Properties
Add or edit properties of a specific form
- Update Folder
Update Folder
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Cliniko
Cliniko to JIRAAtlassian JIRA Cloud — issue tracking and project management.
Cliniko to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Cliniko to SendGridSendGrid by Twilio — email delivery and marketing platform.
Cliniko to IntercomIntercom is a customer communications platform for support, engagement, and marketing.
Cliniko to FreshdeskFreshdesk is a cloud-based customer support and helpdesk platform.
Cliniko to KlaviyoKlaviyo is a marketing automation platform for email and SMS.
More into JotForm
HubSpot to JotFormHubSpot is your all-in-one stop for all of your marketing software needs.
Mailchimp to JotFormMailchimp marketing automation and email platform.
Shopify to JotFormShopify is a commerce platform for online stores and retail point-of-sale.
Pipedrive to JotFormPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to JotFormActiveCampaign is a marketing automation, email marketing, and CRM platform.
Asana to JotFormAsana is a collaborative information manager for workspace.
Questions
Cliniko and JotForm, answered
Will a form submission create a duplicate patient in Cliniko?
No, because the agent can run Find patient by email first and only use Create patient when no matching record comes back. If a patient is found, the submission can go to Update patient or Update patient custom field instead.
Do I have to wait for JotForm to be polled?
You can use the instant JotForm trigger, which registers its own webhook and fires as soon as the selected form receives a submission. The polling New Form Submission trigger is there too if you prefer it, and the agent tests every scenario before it goes live.
What can start an automation from Cliniko?
Any of Cliniko's 17 triggers in the catalog, including New or updated patient, New or updated practitioner, New cancelled attendee and New or updated attendee. Describe the moment in plain language and your agent picks the right one.
What can your agent do in JotForm when something happens in Cliniko?
Any of JotForm's 36 actions, including Clone Form, Create Submission, Create Folder and Create Form. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from JotForm to Cliniko?
Yes. When something happens in JotForm, your agent can act in Cliniko too. This page covers both directions: JotForm's triggers and Cliniko's actions are listed here as well.
Do I have to build a connector for Cliniko or JotForm?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Cliniko and JotForm without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.