Connect Cliniko to Microsoft Excel

Both apps 143Cliniko 52Microsoft Excel 91

• 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 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
  Add Chart

  Add a chart to a worksheet using microsoft graph api.

• Action
  Add Named Item

  Add Named Item

• Action
  Add Sharepoint Worksheet

  Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.

• Action
  Add Table

  Create a table over a range in an Excel workbook.

• Action
  Add Table Column

  Add a column to a table using microsoft graph api.

• Action
  Add Table Row

  Add a row to a table using microsoft graph api.

• Action
  Add Workbook Permission

  Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.

• Action
  Add Worksheet

  Add a new worksheet to an excel workbook using microsoft graph api.

• Action
  Apply Table Filter

  Apply a filter to a table column using microsoft graph api.

• Action
  Apply Table Sort

  Apply a sort to a table using microsoft graph api.

• Action
  Calculate Function

  Run one allowlisted Microsoft Graph v1.0 workbook function.

• Action
  Calculate Workbook

  Calculate Excel Workbook

• Action
  Clear Range

  Tool to clear values, formats, or contents in a specified worksheet range. use when you need to reset cells before adding new data.

• Action
  Clear Table Filter

  Clear a filter from a table column using microsoft graph api.

• Action
  Clear Table Filters

  Clear All Table Filters

• Action
  Clear Table Sort

  Clear Table Sort

• Action
  Close Session

  Tool to close an existing excel workbook session. use when you need to explicitly end a persistent session to release workbook locks.

• Action
  Convert Table To Range

  Convert a table to a range using microsoft graph api.

• Action
  Copy Drive Item

  Create a non-destructive asynchronous copy of a file or folder. Metadata and permissions are not copied; the new item inherits destination-folder permissions. Version history is copied only when explicitly requested.

• Action
  Create Folder

  Create a folder under a parent Microsoft Graph drive item.

• Action
  Create Workbook

  Create an .xlsx workbook in the user's OneDrive, from a file URL or blank.

• Action
  Delete Named Item

  Permanently delete a workbook-scoped named item; this cannot be undone.

• Action
  Delete Range

  Delete worksheet cells and shift the remaining cells up or left.

• Action
  Delete Table

  Permanently delete an Excel table by its ID or name.

• Action
  Delete Table Column

  Delete a column from a table using microsoft graph api.

• Action
  Delete Table Row

  Delete a row from a table using microsoft graph api.

• Action
  Delete Worksheet

  Tool to delete a worksheet from the workbook. use when cleaning up unused or temporary sheets after verifying no dependencies exist. example: "delete 'sheet2' after review."

• Action
  Export Workbook To Pdf

  Tool to export an Excel workbook to PDF via Microsoft Graph's format conversion. Use when you need a PDF version of an Excel file for sending, storing, or attaching.

• Action
  Get Application

  Get Excel Application

• Action
  Get Chart

  Get chart

• Action
  Get Chart Axis

  Tool to retrieve a specific axis from a chart. use when you need properties like min, max, interval, and formatting of the chart axis.

• Action
  Get Chart Data Labels

  Tool to retrieve the data labels object of a chart. use when you need to inspect label settings like position, separator, and visibility flags after creating or updating a chart.

• Action
  Get Chart Image

  Get chart image

• Action
  Get Chart Legend

  Tool to retrieve the legend object of a chart. use after creating or updating a chart when you need to inspect legend visibility and formatting.

• Action
  Get Chart Point

  Get chart point

• Action
  Get Chart Series

  Get chart series

• Action
  Get Named Item

  Retrieve a workbook-scoped named item by exact name.

• Action
  Get Named Item Range

  Get Named Item Range

• Action
  Get Range

  Get a range from a worksheet using microsoft graph api.

• Action
  Get Session

  Create a session for an excel workbook using microsoft graph api.

• Action
  Get Sharepoint Range

  Get a range from a worksheet in sharepoint using microsoft graph sites api.

• Action
  Get Sharepoint Worksheet

  Get a worksheet by name or id from a sharepoint excel workbook using microsoft graph sites api.

• Action
  Get Table

  Retrieve one workbook- or worksheet-addressed table by ID or exact name.

• Action
  Get Table Column

  Tool to retrieve a specific column from a workbook table. use when you need to fetch column properties and data by its id or name.

• Action
  Get Table Column Range

  Get Table Column Range

• Action
  Get Table Range

  Get Table Range

• Action
  Get Table Row

  Get Table Row

• Action
  Get Table Row Range

  Get Table Row Range

• Action
  Get Table Sort

  Get Table Sort

• Action
  Get Visible Range

  Read cells visible after worksheet filtering.

• Action
  Get Workbook

  Tool to retrieve the properties and relationships of a workbook. use when you need to inspect comments, names, tables, or worksheets.

• Action
  Get Worksheet

  Get a worksheet by name or id from an excel workbook using microsoft graph api.

• Action
  Get Worksheet Protection

  Get Worksheet Protection

• Action
  Get Worksheet Used Range

  Tool to retrieve a worksheet's used range (active data region) without specifying a fixed range address. Use when you need to read all data from a sheet but don't know the exact range. The valuesOnly option helps filter out formatting-only cells.

• Action
  Insert Range

  Tool to insert a new cell range into a worksheet, shifting existing cells down or right. use when you need to create space for new content without overwriting.

• Action
  List Chart Points

  List chart points

• Action
  List Charts

  List charts in a worksheet using microsoft graph api.

• Action
  List Chart Series

  Tool to list all data series in a chart. use when you need to enumerate chart series for further analysis.

• Action
  List Comments

  Tool to list comments in an excel workbook. use when you need to retrieve all workbook comments via microsoft graph api.

• Action
  List Drive Item Children

  Tool to list immediate children (files/folders) of a folder DriveItem using driveId and itemId. Returns an array of child DriveItems with stable identifiers and pagination support.

• Action
  List Files

  List files and folders in a drive root or specified path.

• Action
  List Named Items

  List named items in a workbook using microsoft graph api.

• Action
  List Sharepoint Tables

  List tables in a sharepoint worksheet using microsoft graph sites api.

• Action
  List Sharepoint Worksheets

  List worksheets in an excel workbook stored in sharepoint using microsoft graph sites api.

• Action
  List Table Columns

  List columns in a table using microsoft graph api.

• Action
  List Table Rows

  List rows in a table using microsoft graph api.

• Action
  List Tables

  List tables in a worksheet using microsoft graph api.

• Action
  List Workbook Permissions

  Tool to list permissions set on the workbook file. use when you need to see which users or links have access to a specific excel file by supplying its drive and item ids. example: "list permissions for workbook with drive id 'b!abc123' and item id '0123456789abcdef'."

• Action
  List Worksheets

  List worksheets in an excel workbook using microsoft graph api.

• Action
  Merge Cells

  Merge cells in a worksheet range using microsoft graph api.

• Action
  Protect Worksheet

  Tool to protect a worksheet using optional protection options. use when you need to prevent editing certain parts of a sheet before sharing. example: "protect 'sheet1' to lock formatting and sorting."

• Action
  Reapply Table Filters

  Reapply All Table Filters

• Action
  Reapply Table Sort

  Reapply Table Sort

• Action
  Refresh Session

  Refresh Excel Session

• Action
  Search Files

  Tool to search OneDrive drive items by query to discover Excel workbook IDs. Use when you need to find Excel files by name before performing workbook operations.

• Action
  Search Microsoft 365 Content

  Search OneDrive and SharePoint content using Microsoft Search.

• Action
  Set Chart Data

  Set chart data

• Action
  Set Chart Position

  Set chart position

• Action
  Sort Range

  Sort a range in a worksheet using microsoft graph api.

• Action
  Unmerge Range

  Split a merged worksheet range back into separate cells.

• Action
  Unprotect Worksheet

  Remove protection from a worksheet so it can be edited again.

• Action
  Update Chart

  Update a chart in a worksheet using microsoft graph api.

• Action
  Update Chart Legend

  Tool to update formatting or position of a chart legend. use when adjusting legend settings after confirming chart and worksheet exist.

• Action
  Update Chart Series

  Rename one Excel chart series by ID or zero-based collection position.

• Action
  Update Range

  Update a range in a worksheet using microsoft graph api.

• Action
  Update Sharepoint Range

  Update a range in a sharepoint worksheet using microsoft graph sites api.

• Action
  Update Table

  Update a table in a workbook using microsoft graph api.

• Action
  Update Table Column

  Update Table Column

• Action
  Update Table Row

  Update Table Row

• Action
  Update Worksheet

  Update worksheet properties (name, position) in an excel workbook using microsoft graph api.

• Action
  Upload Workbook

  Tool to upload an external Excel file from a URL into OneDrive/SharePoint. Downloads the file server-side and uploads it to the specified drive location, returning the driveItem metadata for subsequent Excel operations.

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