Connect Cliniko to Lob

Both apps 88Cliniko 48Lob 40

• 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).

• Action
  Autocomplete US Address

  Suggests complete US street addresses from the first part of one a person has typed, so an address field can autocomplete as they type.

• Action
  Bulk Verify International Addresses

  Checks a batch of non-US addresses at once and returns each one standardized, with whether it is deliverable.

• Action
  Cancel Check

  Cancels a check in Lob so it is not mailed. Only works while the check is still in the pre-print window.

• Action
  Cancel Letter

  Cancels a letter in Lob so it is not mailed. Only works while the letter is still in the pre-print window.

• Action
  Cancel Postcard

  Cancels a postcard in Lob so it is not mailed. Only works while the postcard is still in the pre-print window.

• Action
  Create Address

  Saves an address in your Lob address book so you can reuse it as a sender or recipient on later mailings.

• Action
  Create Bank Account

  Saves a bank account in Lob so you can send checks from it. Returns the new bank account's ID and whether it has been verified yet.

• Action
  Create Template

  Saves a reusable HTML template in Lob that letters, postcards and checks can be built from. Returns the new template's ID and its published version.

• Action
  Delete Address

  Deletes a saved address from Lob. Returns the deleted address's ID.

• Action
  Delete Bank Account

  Deletes a saved bank account from Lob. Returns the deleted bank account's ID.

• Action
  Delete Template

  Deletes an HTML template from Lob. Returns the deleted template's ID.

• Action
  Get Address

  Returns one saved address from Lob by its ID, including the recipient details and any name/value pairs stored on it.

• Action
  Get Bank Account

  Returns one saved bank account from Lob by its ID, including whether it has been verified.

• Action
  Get Check

  Returns one check from Lob by its ID, including its amount, status and delivery tracking events.

• Action
  Get Letter

  Returns one letter from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Postcard

  Returns one postcard from Lob by its ID, including its status, addresses and delivery tracking events.

• Action
  Get Template

  Returns one HTML template from Lob by its ID, including its published version and version history.

• Action
  List Addresses

  Returns the saved addresses in your Lob address book, newest first, with cursors for paging through more.

• Action
  List Bank Accounts

  Returns the bank accounts saved in your Lob account, newest first, with cursors for paging through more.

• Action
  List Booklets

  Returns the booklets you have created in Lob, newest first, with cursors for paging through more.

• Action
  List Campaigns

  Returns the direct-mail campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Checks

  Returns the checks you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Informed Delivery Campaigns

  Returns the USPS Informed Delivery campaigns in your Lob account, newest first, with cursors for paging through more.

• Action
  List Letters

  Returns the letters you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Postcards

  Returns the postcards you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List QR Code Analytics

  Returns the QR code scans recorded on your Lob mailpieces — who scanned, when, and how many times — plus the overall scan total.

• Action
  List Snap Packs

  Returns the snap packs you have sent through Lob, newest first, with cursors for paging through more.

• Action
  List Templates

  Returns the saved HTML templates in your Lob account, newest first, with cursors for paging through more.

• Action
  List Uploads

  Returns the recipient-list uploads in your Lob account, optionally narrowed to one campaign.

• Action
  Look Up ZIP Code

  Looks up a US ZIP code and returns the cities, states and counties it covers, plus the USPS ZIP code type.

• Action
  Reverse Geocode Lookup

  Takes a latitude and longitude and returns the nearest US ZIP codes with their city, state and distance from that point.

• Action
  Send Check

  Prints and mails a physical check drawn on your Lob bank account to the recipient address you name.

• Action
  Send Letter

  Prints and mails a letter to the recipient address you name, from a PDF, an HTML body, or a saved Lob template.

• Action
  Send Postcard

  Prints and mails a postcard to the recipient address you name, using front and back artwork from a URL, HTML, or a saved Lob template.

• Action
  Update Template

  Changes an existing Lob HTML template - its description, or which saved version is the live one. Anything you leave blank is left as it was.

• Action
  Validate Recipient Identity

  Checks whether a person or company name is actually associated with a US address, and returns a confidence level and match score.

• Action
  Verify Bank Account

  Confirms a Lob bank account by submitting the two micro-deposit amounts, so the account can be used to send checks.

• Action
  Verify International Address

  Checks a non-US address, standardizes it, and tells you whether mail sent there is likely to be delivered.

• Action
  Verify Single Line US Address

  Checks a US address given as one single line, standardizes it, and tells you whether mail sent there is deliverable.

• Action
  Verify US Address

  Checks a US address, standardizes it to USPS format, and tells you whether mail sent there is deliverable.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.