--- title: "Connect Cliniko to Lob - APIANT.ai" description: "When \"New or updated attendee\" fires in Cliniko, your agent runs \"Create Address\" in Lob." canonical: "https://apiant.ai/connect/cliniko-to-lob" --- # Connect Cliniko to Lob When **New or updated attendee** fires in [Cliniko](https://apiant.ai/connections/cliniko), your agent runs **Create Address** in [Lob](https://apiant.ai/connections/lob). Describe the whole flow and it is built, tested on every scenario and kept running. Cliniko **17** triggers Cliniko **36** actions Lob **40** 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 Lob 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) Example flows ## What Cliniko can start in Lob - When **New or updated attendee** in Cliniko then **Create Address** in Lob - When **New or updated business** in Cliniko then **Create Bank Account** in Lob 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 Lob ## Triggers and actions 17 triggers · 76 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. - 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. ## Each app on its own - [ **Cliniko** Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connections/cliniko) - [ **Lob** Lob makes it easy to seamlessly print and mail letters, postcards, photos, posters and more via a web API.](https://apiant.ai/connections/lob) 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 Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/cliniko-to-klaviyo) ## More into Lob - [ **Smsmobileapi to Lob** Smsmobileapi is a tool that uses your own mobile to send and receive SMS, track missed, incoming and...](https://apiant.ai/connect/smsmobileapi-to-lob) - [ **HubSpot to Lob** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-lob) - [ **Salesforce to Lob** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-lob) - [ **Slack to Lob** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-lob) - [ **Google Sheets to Lob** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-lob) - [ **Gmail to Lob** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-lob) Questions ## Cliniko and Lob, answered ### ### What can start an automation from Cliniko? Any of Cliniko's 17 triggers in the catalog, including New cancelled attendee, New or updated attendee, New or updated business and New or updated communication. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Lob when something happens in Cliniko? Any of Lob's 40 actions, including Create Address, Create Bank Account, Create Template and Send Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Lob to Cliniko? Lob has no triggers in the catalog today, so automations start in Cliniko. If you need the other direction, ask: your agent reads Lob's API documentation and adds it. ### ### Do I have to build a connector for Cliniko or Lob? 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 Lob 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.