Connect Cliniko and MRPeasy

Both apps 179Cliniko 53MRPeasy 126

• 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
  Customer Order Status Changed

  Triggers when the status of a customer order changes.

• Trigger
  New Customer

  Triggers when a new customer is added in MRPeasy.

• Trigger
  New Customer Order

  Triggers when a new customer order is created in MRPeasy.

• Trigger
  New Item

  Triggers when a new stock item is created in MRPeasy.

• Trigger
  New Manufacturing Order

  Triggers when a new manufacturing order is created in MRPeasy.

• Trigger
  New Purchase Order

  Triggers when a new purchase order is created in MRPeasy.

• Trigger
  New Shipment

  Triggers when a new shipment is created in MRPeasy.

• Action
  Create Incoming Invoice

  Creates an incoming invoice or a prepayment invoice on an existing purchase order. Set `invoice_number` to post the invoice to your accounting integration.

• Action
  Create Invoice

  Create an invoice

• Action
  Create Manufacturing Order

  Create a manufacturing order

• Action
  Create Parameter

  Create a parameter with values and return its ID.

• Action
  Create Product Group

  Create a product group and return its ID.

• Action
  Create Relation

  Create a relation

• Action
  Create RMA Order

  Create an RMA order

• Action
  Create Routing

  Create a routing with operations and return its ID.

• Action
  Create Unit

  Create a unit of measurement and return its ID.

• Action
  Create Workstation

  Create a workstation and return its ID. The workstation group must be of type active processing.

• Action
  Delete BOM

  Delete a bill of materials (BOM) by BOM ID.

• Action
  Delete Customer Order

  Delete (cancel) a customer order

• Action
  Delete Incoming Invoice

  Cancels the invoice. The record is kept and excluded from reports and accounting; it is not removed from the database.

• Action
  Delete Invoice

  Delete (cancel) an invoice

• Action
  Delete Item

  Delete a stock item by product ID.

• Action
  Delete Manufacturing Order

  Delete (cancel) a manufacturing order

• Action
  Delete Parameter

  Delete a parameter by parameter ID. A parameter used by product variations or relations cannot be deleted.

• Action
  Delete Product Group

  Delete a product group by product group ID. Stock items in the group are left without a product group.

• Action
  Delete Relation

  Delete a relation

• Action
  Delete RMA Order

  Delete (cancel) an RMA order

• Action
  Delete Routing

  Delete a routing by routing ID.

• Action
  Delete Unit

  Delete a unit of measurement by unit ID. Stock items using the unit are left without a unit of measurement.

• Action
  Delete Workstation

  Delete a workstation by workstation ID. A workstation with unfinished planned works cannot be deleted.

• Action
  Delete Workstation Group

  Delete a workstation group by workstation group ID. A group that still has workstations cannot be deleted.

• Action
  Get Accounting Synchronization

  Get accounting integration synchronization log details by log ID, optionally filtered by app.

• Action
  Get Accounting Synchronizations By Action

  List accounting integration synchronization logs that contain entries for a specific action type and date range.

• Action
  Get Accounting Synchronization Sums

  Get aggregated cost totals per synchronization action type for a date range, optionally filtered by app.

• Action
  Get BOM

  Get bill of materials (BOM) details by BOM ID.

• Action
  Get Customer

  Get a customer with its contact details by customer ID. Deleted customers are returned.

• Action
  Get Customer Order

  Get a customer order with its product lines and the stock lots they are booked from by customer order ID. Archived and cancelled customer orders are returned.

• Action
  Get Customer Orders Statistics

  Summary of shipped Customer Orders for the requested period. The default period is from the start of the current year to now. Use `start_date` and `end_date` to adjust the period. Maximum period length is one year.

• Action
  Get Customers Statistics

  Summary of shipped orders by the customer for the requested period. The default period is from the start of the current year to now. Use `start_date` and `end_date` to adjust the period. Maximum period length is one year.

• Action
  Get Dashboard

  Get the requested home dashboard widgets with their current values and report links, considering account settings and user rights.

• Action
  Get General Ledger

  Get general ledger account balances and period totals for a date range.

• Action
  Get Goods Shipped Statistics

  Summary of shipped goods for the requested period. The default period is from the start of the current year to now. Use `start_date` and `end_date` to adjust the period. Maximum period length is one year.

• Action
  Get Incoming Invoice

  Returns one incoming invoice with its lines and custom field values.

• Action
  Get Inventory Item

  Get on-hand quantity and cost of a single stock item by stock item ID.

• Action
  Get Inventory Sum

  Get total inventory quantities and costs, including work in progress (WIP). Historical totals can be requested with the date parameter.

• Action
  Get Invoice

  Get a sales invoice with its product lines and linked customer orders by invoice ID. Cancelled invoices are returned.

• Action
  Get Item

  Get stock item details by product ID, including product-level settings and custom values.

• Action
  Get Item Engagement

  Get the engagement report for an item (BOMs where the item is used as a component). The report is keyed by the item variation ID (`{article_id}`), mirroring the web report.

• Action
  Get Lot

  Get a stock lot with its storage locations and serial numbers by stock lot ID.

• Action
  Get Lot Contents

  This report contains a list of lots that this lot consists of. If the product contains subassemblies, then the stock lots from which the used subassemblies are made are also displayed. Rows are returned in a fixed, stable order - by nesting level, then lot id.

• Action
  Get Lot Engagement

  This report shows the list of stock lots that whether contain items from this stock lot or are made from items from this stock lot. Rows are returned in a fixed, stable order — by nesting level, then lot id.

• Action
  Get Manufacturing Order

  Get a manufacturing order with its parts, operations and notes by manufacturing order ID. Archived and cancelled manufacturing orders are returned.

• Action
  Get Parameter

  Get parameter details with values by parameter ID.

• Action
  Get Product Group

  Get product group details by product group ID.

• Action
  Get Production Co Products Statistics

  Gets a list of co-products that were made during the selected period. The default period is the current month. Maximum period length is one month.

• Action
  Get Production Operations Statistics

  Gets a list of manufacturing operations that are planned for the selected period. Planned finish date is within the selected period. The default period is the current month. Maximum period length is one month.

• Action
  Get Production Orders Statistics

  Gets the manufacturing orders report for the selected period. The default period is the current month. Maximum period length is one month.

• Action
  Get Production Products Statistics

  Gets a manufacturing plan by products. Planned finish date is within the selected period. The default period is the current month. Maximum period length is one month.

• Action
  Get Purchase Order

  Get a purchase order with its product lines and incoming invoices by purchase order ID. Cancelled and archived purchase orders are returned.

• Action
  Get Relation

  Get a Matrix BOM relation with its lines by relation ID.

• Action
  Get RMA Order

  Get an RMA order with its items, invoices and shipments by RMA order ID. Archived and cancelled RMA orders are returned.

• Action
  Get Routing

  Get routing details with operations by routing ID.

• Action
  Get Serial

  Get a serial number with its component serial numbers by serial number ID.

• Action
  Get Shipment

  Get a shipment with its orders and products by shipment ID.

• Action
  Get Site

  Get production or storage site details by site ID.

• Action
  Get Stock Movement

  Get stock movement totals for a date range, including opening balance, inward and outward costs, WIP, and closing balance.

• Action
  Get Stock Movement Items

  List stock movement totals grouped by stock item for a date range, optionally filtered by available attributes.

• Action
  Get Stock Movement Transactions

  List detailed stock movement transactions for a date range, optionally filtered by available attributes.

• Action
  Get Stock Movement WIP

  List work-in-progress (WIP) materials consumed into in-progress manufacturing orders for a date range, optionally filtered by available attributes.

• Action
  Get Storage Location

  Get storage location details by storage location ID.

• Action
  Get Unit

  Get unit of measurement details by unit ID.

• Action
  Get User Action

  Get a user action by its ID.

• Action
  Get Variation

  Get a stock item variation by product ID and variation article ID.

• Action
  Get Vendor

  Vendors are read-only. Only GET method is supported. Other methods are disabled. A deleted vendor is still returned.

• Action
  Get Vendor Performance Statistics

  Delivery performance of the vendors in use for the requested period: punctuality, cost of the received purchases and, with Quality Control, rejections. Cancelled purchase orders are left out. Deleted vendors are left out unless they are named by ID or by code. The default period is from the start of

• Action
  Get Widgets

  Get the list of available widgets, considering account settings and user rights.

• Action
  Get Workstation

  Get workstation details by workstation ID.

• Action
  Get Workstation Group

  Get workstation group details by workstation group ID.

• Action
  Get Writeoff

  Get manual stock write-off details by write-off ID.

• Action
  List Accounting Synchronizations

  List accounting integration synchronization logs for a date range, optionally filtered by available attributes.

• Action
  List Accounts

  List chart of accounts entries, optionally filtered by available attributes.

• Action
  List BOMs

  List bills of materials (BOMs), optionally filtered by available attributes.

• Action
  List Customer Orders

  List customer orders with their product lines and the stock lots they are booked from, optionally filtered by available attributes. Archived and cancelled customer orders are left out unless the request filters by customer_order_id or by status. Product filters must match the same order line. Matchi

• Action
  List Customers

  List customers with their contact details, optionally filtered by available attributes. Deleted customers are left out unless the request filters by customer_id or by code.

• Action
  List Custom Fields

  List custom fields, optionally filtered by available attributes.

• Action
  List General Ledger Transactions

  List general ledger transactions for an account and date range.

• Action
  List Incoming Invoices

  List incoming invoices (bills) from vendors, optionally filtered by available attributes.

• Action
  List Inventory

  List stock items with on-hand quantities and costs, optionally filtered by available attributes. Historical inventory can be requested with the date parameter.

• Action
  List Inventory Critical

  Critical on-hand report: stock items whose projected quantity (available + expected available) has fallen below their reorder point. The report reflects the current situation; it cannot be requested for a past date.

• Action
  List Invoices

  List sales invoices with their product lines and linked customer orders, optionally filtered by available attributes. Cancelled invoices are left out unless the request filters by invoice_id or by status.

• Action
  List Items

  List stock items/products and their current inventory and planning data, optionally filtered by available attributes.

• Action
  List Lots

  List stock lots with their storage locations and serial numbers, optionally filtered by available attributes. Stock lots with nothing available and nothing booked are left out unless the request narrows to them, and cancelled stock lots are left out unless the request filters by lot_id, code or stat

• Action
  List Manufacturing Orders

  List manufacturing orders with their target stock lots, optionally filtered by available attributes. Archived and cancelled manufacturing orders are left out unless the request filters by manufacturing_order_id or by status.

• Action
  List Parameters

  List parameters with their values, optionally filtered by available attributes.

• Action
  List Product Groups

  List product groups, optionally filtered by available attributes.

• Action
  List Purchase Orders

  List purchase orders with their product lines and incoming invoices, optionally filtered by available attributes. Cancelled and archived purchase orders are left out unless the request filters by purchase_order_id or by status.

• Action
  List Relations

  List Matrix BOM relations, optionally filtered by available attributes. The lines of a relation are returned by the relation details.

• Action
  List RMA Orders

  List RMA orders with their returned and outbound items, optionally filtered by available attributes. Archived and cancelled RMA orders are left out unless the request filters by rma_order_id or by status. The returned item filters match an order when one of its returned items meets all of them; the

• Action
  List Routings

  List routings with their operations, optionally filtered by available attributes.

• Action
  List Serials

  List serial numbers with their component serial numbers, optionally filtered by available attributes.

• Action
  List Shipments

  List shipments with their orders and products, optionally filtered by available attributes.

• Action
  List Sites

  List production and storage sites, optionally filtered by available attributes.

• Action
  List Storage Locations

  List storage locations within sites, optionally filtered by available attributes.

• Action
  List Units

  List units of measurement, optionally filtered by available attributes.

• Action
  List User Actions

  List the actions users made, optionally filtered by available attributes. User actions are read-only.

• Action
  List User Action Types

  Returns all available user action codes and their text descriptions.

• Action
  List Variations

  List variations of a stock item by product ID when Matrix BOM functionality is enabled and the item has parameters.

• Action
  List Vendors

  Vendors are read-only. Only GET method is supported. Other methods are disabled. Deleted vendors are left out unless they are named by ID or by code.

• Action
  List Workstation Groups

  List workstation groups, optionally filtered by available attributes.

• Action
  List Workstations

  List workstations, optionally filtered by available attributes.

• Action
  List Writeoffs

  List manual stock write-offs, optionally filtered by available attributes.

• Action
  Partially Update Incoming Invoice

  Updates only the fields sent. Omitting `products` leaves the existing lines untouched.

• Action
  Partially Update Parameter

  Partially update the editable fields of a parameter by parameter ID. Provided values replace all existing values, but omitted/null fields within an existing value (matched by value_id) are left unchanged.

• Action
  Partially Update Product Group

  Partially update the editable fields of a product group by product group ID.

• Action
  Partially Update Unit

  Partially update the editable fields of a unit of measurement by unit ID.

• Action
  Partially Update Workstation

  Partially update the editable fields of a workstation by workstation ID.

• Action
  Update Incoming Invoice

  Replaces the invoice. Omitted fields are cleared, and the `products` array replaces all existing lines.

• Action
  Update Invoice

  Update an invoice

• Action
  Update Manufacturing Order

  Update a manufacturing order

• Action
  Update Parameter

  Replace the editable fields of a parameter by parameter ID. The values replace all existing values.

• Action
  Update Product Group

  Replace the editable fields of a product group by product group ID.

• Action
  Update Relation

  Update a relation

• Action
  Update RMA Order

  Update an RMA order

• Action
  Update Routing

  Replace the editable fields of a routing by routing ID. The operations replace all existing operations; the product cannot be changed.

• Action
  Update Unit

  Replace the editable fields of a unit of measurement by unit ID.

• Action
  Update Workstation

  Replace the editable fields of a workstation by workstation ID.

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