--- title: "Connect Cliniko and Klaviyo - APIANT.ai" description: "When \"Cancelled individual appointment\" fires in Cliniko, your agent runs \"Create Event\" in Klaviyo." canonical: "https://apiant.ai/connect/cliniko-to-klaviyo" --- # Connect Cliniko and Klaviyo When **Cancelled individual appointment** fires in [Cliniko](https://apiant.ai/connections/cliniko), your agent runs **Create Event** in [Klaviyo](https://apiant.ai/connections/klaviyo), or **New Event** in Klaviyo to **Find patient by email** in Cliniko. Describe the whole flow and it is built, tested on every scenario and kept running. Cliniko **17** triggers Cliniko **36** actions Klaviyo **2** triggers Klaviyo **138** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cliniko and Klaviyo to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Cliniko holds patient, contact and appointment records; Klaviyo holds the profiles, lists and events behind your email and SMS. Connecting them means a new or updated patient in Cliniko can become a Klaviyo profile on the right list, and appointment or invoice activity can be tracked as Klaviyo events you can build flows on. Example flows ## What Cliniko and Klaviyo can do together ### From Cliniko to Klaviyo - When **Cancelled individual appointment** in Cliniko then **Create Event** in Klaviyo - When **New or updated contact** in Cliniko then **Add Categories to Catalog Item** in Klaviyo ### From Klaviyo to Cliniko - When **New Event** in Klaviyo then **Find patient by email** in Cliniko - When **New or Updated Profile** in Klaviyo then **Create contact** in 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 Klaviyo ## Triggers and actions 19 triggers · 174 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 **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. - Trigger **New Event** Polling trigger. Fires when a new event (metric occurrence) is recorded, ordered by most-recent datetime. - Trigger **New or Updated Profile** Polling trigger. Fires when a profile is created or updated, ordered by most-recently updated. - Action **Add Categories to Catalog Item** Add Categories to Catalog Item - Action **Add Items to Catalog Category** Add Items to Catalog Category - Action **Add Profiles to List** Add Profiles to List - Action **Add Profile to List** Add an existing profile to a list by profile ID. - Action **Bulk Create Catalog Categories** Bulk Create Catalog Categories - Action **Bulk Create Catalog Items** Bulk Create Catalog Items - Action **Bulk Create Catalog Variants** Bulk Create Catalog Variants - Action **Bulk Create Coupon Codes** Bulk Create Coupon Codes - Action **Bulk Create Events** Bulk Create Events - Action **Bulk Delete Catalog Categories** Bulk Delete Catalog Categories - Action **Bulk Delete Catalog Items** Bulk Delete Catalog Items - Action **Bulk Delete Catalog Variants** Bulk Delete Catalog Variants - Action **Bulk Import Profiles** Bulk Import Profiles - Action **Bulk Subscribe Profiles** Bulk Subscribe Profiles - Action **Bulk Suppress Profiles** Bulk Suppress Profiles - Action **Bulk Unsubscribe Profiles** Bulk Unsubscribe Profiles - Action **Bulk Unsuppress Profiles** Bulk Unsuppress Profiles - Action **Bulk Update Catalog Categories** Bulk Update Catalog Categories - Action **Bulk Update Catalog Items** Bulk Update Catalog Items - Action **Bulk Update Catalog Variants** Bulk Update Catalog Variants - Action **Cancel Campaign Send** Cancel Campaign Send - Action **Clone Campaign** Clone Campaign - Action **Clone Template** Clone Template - Action **Create Back In Stock Subscription** Create Back In Stock Subscription - Action **Create Campaign** Create Campaign - Action **Create Campaign Clone** Create Campaign Clone - Action **Create Catalog Category** Create Catalog Category - Action **Create Catalog Item** Create Catalog Item - Action **Create Catalog Variant** Create Catalog Variant - Action **Create Coupon** Create Coupon - Action **Create Coupon Code** Create Coupon Code - Action **Create Event** Track an event for a profile (e.g. a custom metric like "Placed Order"). - Action **Create Flow** Create Flow - Action **Create List** Create a new list. - Action **Create or Update Profile** Create a profile if it doesn't exist, otherwise update the matching profile (upsert by email/phone/id). - Action **Create Profile** Create a new profile. Errors if a profile with the email already exists. - Action **Create Segment** Create Segment - Action **Create Tag** Create Tag - Action **Create Template** Create Template - Action **Delete Campaign** Delete Campaign - Action **Delete Catalog Category** Delete Catalog Category - Action **Delete Catalog Item** Delete Catalog Item - Action **Delete Catalog Variant** Delete Catalog Variant - Action **Delete Coupon** Delete Coupon - Action **Delete Coupon Code** Delete Coupon Code - Action **Delete Flow** Delete Flow - Action **Delete List** Delete List - Action **Delete Segment** Delete Segment - Action **Delete Tag** Delete Tag - Action **Delete Template** Delete Template - Action **Get Campaign** Get Campaign - Action **Get Campaign Recipient Estimation** Get Campaign Recipient Estimation - Action **Get Campaigns** Get Campaigns - Action **Get Catalog Categories** Get Catalog Categories - Action **Get Catalog Category** Get Catalog Category - Action **Get Catalog Item** Get Catalog Item - Action **Get Catalog Items** Get Catalog Items - Action **Get Catalog Variant** Get Catalog Variant - Action **Get Catalog Variants** Get Catalog Variants - Action **Get Coupon** Get Coupon - Action **Get Coupon Code** Get Coupon Code - Action **Get Coupon Codes** Get Coupon Codes - Action **Get Coupons** Get Coupons - Action **Get Event** Get Event - Action **Get Events** Retrieve events, optionally filtered (e.g. by metric or profile). - Action **Get Flow** Get Flow - Action **Get Flows** Get Flows - Action **Get Flows Triggered by List** Get Flows Triggered by List - Action **Get Flows Triggered by Metric** Get Flows Triggered by Metric - Action **Get Flows Triggered by Segment** Get Flows Triggered by Segment - Action **Get Form** Get Form - Action **Get Forms** Get Forms - Action **Get Form Version** Get Form Version - Action **Get Image** Get Image - Action **Get Images** Get Images - Action **Get List** Get List - Action **Get List Profiles** Get all profiles that are members of a given list. - Action **Get Lists** Retrieve all lists in the account. - Action **Get Metric** Get Metric - Action **Get Metrics** Retrieve all metrics in the account. - Action **Get Profile** Get Profile - Action **Get Profile by Email** Fetch a single profile by its email address. Emits empty values if no profile is found. - Action **Get Profile by ID** Fetch a single profile by its Klaviyo profile ID. - Action **Get Profiles** List profiles, optionally filtered by email or other attributes. - Action **Get Push Tokens** Get Push Tokens - Action **Get Reviews** Get Reviews - Action **Get Segment** Get Segment - Action **Get Segment Profiles** Get all profiles in a given segment. - Action **Get Segments** Retrieve all segments in the account. - Action **Get Tag** Get Tag - Action **Get Tags** Get Tags - Action **Get Template** Get Template - Action **Get Templates** Get Templates - Action **Merge Profiles** Merge Profiles - Action **Query Campaign Values** Query Campaign Values - Action **Query Flow Series** Query Flow Series - Action **Query Flow Values** Query Flow Values - Action **Query Form Series** Query Form Series - Action **Query Form Values** Query Form Values - Action **Query Metric Aggregates** Query Metric Aggregates - Action **Query Segment Series** Query Segment Series - Action **Query Segment Values** Query Segment Values - Action **Refresh Campaign Recipient Estimation** Refresh Campaign Recipient Estimation - Action **Remove Categories from Catalog Item** Remove Categories from Catalog Item - Action **Remove Items from Catalog Category** Remove Items from Catalog Category - Action **Remove Profile from List** Remove a profile from a list by profile ID. - Action **Remove Profiles from List** Remove Profiles from List - Action **Remove Tag from Campaigns** Remove Tag from Campaigns - Action **Remove Tag from Flows** Remove Tag from Flows - Action **Remove Tag from Lists** Remove Tag from Lists - Action **Remove Tag from Segments** Remove Tag from Segments - Action **Render Template** Render Template - Action **Request Profile Deletion** Request Profile Deletion - Action **Send Campaign** Send Campaign - Action **Subscribe Profile** Subscribe a profile (email/SMS consent) to a given list. - Action **Suppress Profile** Suppress a profile from receiving email marketing (global suppression). - Action **Tag Campaigns** Tag Campaigns - Action **Tag Flows** Tag Flows - Action **Tag Lists** Tag Lists - Action **Tag Segments** Tag Segments - Action **Unsubscribe Profile** Unsubscribe a profile from email/SMS marketing for a given list. - Action **Update Campaign** Update Campaign - Action **Update Catalog Category** Update Catalog Category - Action **Update Catalog Item** Update Catalog Item - Action **Update Catalog Variant** Update Catalog Variant - Action **Update Categories for Catalog Item** Update Categories for Catalog Item - Action **Update Coupon** Update Coupon - Action **Update Coupon Code** Update Coupon Code - Action **Update Flow Status** Update Flow Status - Action **Update Image** Update a Klaviyo image. Reads the image first, overlays only the values you supply, then saves the merged result — so anything you leave blank keeps its current value. - Action **Update Items for Catalog Category** Update Items for Catalog Category - Action **Update List** Update List - Action **Update Profile** Update an existing profile by its Klaviyo profile ID. - Action **Update Segment** Update Segment - Action **Update Tag** Update Tag - Action **Update Template** Update Template - Action **Upload Image From File** Upload Image From File - Action **Upload Image From URL** Upload Image From URL ## Each app on its own - [ **Cliniko** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connections/cliniko) - [ **Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connections/klaviyo) Reviews ## What our customers say ## More from Cliniko - [ **Cliniko to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/cliniko-to-jira) - [ **Cliniko to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/cliniko-to-zoom) - [ **Cliniko to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/cliniko-to-sendgrid) - [ **Cliniko to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/cliniko-to-intercom) - [ **Cliniko to Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/cliniko-to-freshdesk) - [ **Cliniko to JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/cliniko-to-jotform) ## More into Klaviyo - [ **HubSpot to Klaviyo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-klaviyo) - [ **ActiveCampaign to Klaviyo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-klaviyo) - [ **JIRA to Klaviyo** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-klaviyo) - [ **Intercom to Klaviyo** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-klaviyo) - [ **Freshdesk to Klaviyo** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-klaviyo) - [ **Webflow to Klaviyo** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/webflow-to-klaviyo) Questions ## Cliniko and Klaviyo, answered ### ### How are Cliniko patients matched to Klaviyo profiles? Matching is done on the email address: Klaviyo's Create or Update Profile upserts by email, and Cliniko's Find patient by email returns the record for a given address. If no patient is found for an email, that scenario is handled rather than left to error out. ### ### Can appointment activity in Cliniko show up in Klaviyo? Yes. A cancelled individual appointment in Cliniko can be recorded with Klaviyo's Create Event, so the occurrence sits on the profile as a metric you can use. The agent tests every scenario before it goes live and keeps watching it afterwards. ### ### What can start an automation from Cliniko? Any of Cliniko's 17 triggers in the catalog, including Cancelled individual appointment, New or updated contact, New or updated patient and New cancelled attendee. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Klaviyo when something happens in Cliniko? Any of Klaviyo's 138 actions, including Create Event, Subscribe Profile, Create Back In Stock Subscription and Create Campaign. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Klaviyo to Cliniko? Yes. When something happens in Klaviyo, your agent can act in Cliniko too. This page covers both directions: Klaviyo's triggers and Cliniko's actions are listed here as well. ### ### Do I have to build a connector for Cliniko or Klaviyo? 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 Klaviyo 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.