Integration
Connect Cliniko to Lexware Office
When something happens in Cliniko, your agent does the next thing in Lexware Office. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Cliniko and Lexware Office to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 27 triggers · 71 actions
Trigger
Cancelled individual appointmentTriggered 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.
- 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 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 invoices for patient case
Emits all invoice IDs for the specified patient case.
- 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).
Trigger
Contact updated (instant)Fires when a contact changes in Lexware Office. Event type: contact.changed.
- Invoice status changed (instant)
Fires when an invoice's status changes in Lexware Office. Event type: invoice.status.changed.
- New article (instant)
Fires when a new article is created in Lexware Office. Event type: article.created.
- New contact (instant)
Fires when a new contact is created in Lexware Office. Event type: contact.created.
- New credit note (instant)
Fires when a new credit note is created in Lexware Office. Event type: credit-note.created.
- New invoice (instant)
Fires when a new invoice is created in Lexware Office. Event type: invoice.created.
- New order confirmation (instant)
Fires when a new order confirmation is created in Lexware Office. Event type: order-confirmation.created.
- New quotation (instant)
Fires when a new quotation is created in Lexware Office. Event type: quotation.created.
- New voucher (instant)
Fires when a new bookkeeping voucher is created in Lexware Office. Event type: voucher.created.
- Payment changed (instant)
Fires when the payment status of a sales voucher changes in Lexware Office. Event type: payment.changed.
- Create a contact
Creates a contact in Lexware Office as a person or a company, with optional billing address, email, phone and note, and returns the new contact's ID.
- Create a credit note
Creates a credit note in Lexware Office for an existing contact or a typed-in address, with your line items. Saves it as a draft unless you choose to finalize it.
- Create a delivery note
Creates a delivery note in Lexware Office for an existing contact or a typed-in address, with your delivered line items. Saves it as a draft unless you choose to finalize it.
- Create a dunning
Creates a dunning (payment reminder) in Lexware Office, normally chasing an unpaid invoice. Saves it as a draft unless you choose to finalize it.
- Create an article
Creates a product or service article in Lexware Office with its unit, price and tax rate, and returns the new article's ID.
- Create an invoice
Creates an invoice in Lexware Office for an existing contact or a typed-in address, with your line items and payment terms. Saves it as a draft unless you choose to finalize it.
- Create an order confirmation
Creates an order confirmation in Lexware Office for an existing contact or a typed-in address, with your confirmed line items. Saves it as a draft unless you choose to finalize it.
- Create a quotation
Creates a quotation in Lexware Office for an existing contact or a typed-in address, with your quoted line items and an expiry date. Saves it as a draft unless you choose to finalize it.
- Create a voucher
Books a voucher (an incoming or outgoing document) into Lexware Office with its booking lines, and returns the new voucher's ID.
- Delete an article
Deletes an article from Lexware Office by its ID.
- Download a credit note file
Returns the PDF file ID and download URL for a finalized credit note in Lexware Office.
- Download a delivery note file
Returns the PDF file ID and download URL for a finalized delivery note in Lexware Office.
- Download a dunning file
Returns the PDF file ID and download URL for a finalized dunning in Lexware Office.
- Download a file
Downloads the actual bytes of a file stored in Lexware Office by its file ID — for example the PDF that "Download an invoice file" reports. Returns the file so a later step can email, upload or attach it.
- Download an invoice file
Returns the PDF file ID and download URL for a finalized invoice in Lexware Office.
- Download an order confirmation file
Returns the PDF file ID and download URL for a finalized order confirmation in Lexware Office.
- Download a quotation file
Returns the PDF file ID and download URL for a finalized quotation in Lexware Office.
- Find articles
Searches the Lexware Office article list by article number, barcode or type, and returns the matching articles a page at a time.
- Find contacts
Searches Lexware Office contacts by email, name, number or role, and returns the matching contacts a page at a time.
- Find voucher list
Lists Lexware Office documents (invoices, credit notes, quotations and the rest) filtered by type, status, contact and date, a page at a time.
- Find vouchers
Finds booked vouchers in Lexware Office by their document number and returns the full voucher records.
- Get a contact
Returns one Lexware Office contact by its ID, with its roles, person or company details, addresses, emails and phone numbers.
- Get a credit note
Returns one Lexware Office credit note by its ID, with its recipient, line items, totals and status.
- Get a delivery note
Returns one Lexware Office delivery note by its ID, with its recipient, delivered lines and delivery date.
- Get a dunning
Returns a single dunning (payment reminder) by its ID, including its addressee, line items, totals and PDF file reference.
- Get an article
Returns a single article (product or service) by its ID, including its name, article number, unit and pricing.
- Get an invoice
Returns a single invoice by its ID, including its addressee, line items, totals, payment terms and PDF file reference.
- Get an order confirmation
Returns a single order confirmation by its ID, including its addressee, line items, totals and PDF file reference.
- Get a quotation
Returns a single quotation by its ID, including its addressee, line items, totals, expiry date and PDF file reference.
- Get a voucher
Returns a single bookkeeping voucher by its ID, including its type, contact, amounts, line items and attached files.
- Get payment information
Returns the payment status of a voucher, such as an invoice: how much is still open, when it was paid, and the individual payments booked against it.
- Pursue to a credit note
Creates a credit note that follows on from an existing invoice, linking the two in Lexware Office. Copies the invoice's recipient, lines and tax settings unless you supply your own lines.
- Pursue to a delivery note
Creates a delivery note that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.
- Pursue to a dunning
Creates a dunning (payment reminder) that follows on from an unpaid invoice, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.
- Pursue to an invoice
Creates an invoice that follows on from an existing order confirmation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.
- Pursue to an order confirmation
Creates an order confirmation that follows on from an existing quotation, linking the two in Lexware Office. Copies the recipient, lines and tax settings unless you supply your own lines.
- Update a contact
Updates an existing contact in Lexware Office. Reads the contact first and changes only the details you fill in, leaving everything else as it was.
- Update an article
Updates an existing article in Lexware Office. Reads the article first and changes only the details you fill in, leaving everything else as it was.
- Update a voucher
Updates an existing bookkeeping voucher in Lexware Office. Reads the voucher first and changes only the details you fill in, leaving everything else as it was.
- Upload Document for Bookkeeping Purposes
Uploads a receipt or other document to Lexware Office for bookkeeping and returns its file ID, which you can attach to a voucher.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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