Integration

Connect Cliniko to OpenMercantil

When something happens in Cliniko, your agent does the next thing in OpenMercantil. Describe it in plain language and the automation is built, tested on every branch and kept running.

Cliniko17 triggersCliniko31 actionsOpenMercantil24 actions

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Everything your agent can do with Cliniko and OpenMercantil

Triggers and actions 17 triggers · 55 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
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
Compare companies
Compare exactly two admitted companies side by side.
Action
Export company report
Export a single company's report as a downloadable artifact.
Action
Find companies
Search published Spanish legal entities by name, NIF or other criteria.
Action
Find persons
Search documentary mentions of persons by name.
Action
Find similar companies
Find companies similar to a given company by province, CNAE and BORME activity.
Action
Find tenders
Search public procurement notices.
Action
Get BORME daily summary
Get the official BORME gazette summary for a given date.
Action
Get companies by sector
Get companies belonging to a given CNAE sector code.
Action
Get company
Get a full company report for a Spanish legal entity.
Action
Get company activity
Get a company's activity time series.
Action
Get company contracts
Get PLACSP public procurement notices linked to a company.
Action
Get company events
Get paginated official events recorded for a company.
Action
Get company facts
Get facts extracted from BORME filings for a company.
Action
Get company officers
Get current and historical officers of a company.
Action
Get company sector ratios (Banco de España)
Get Banco de España sector financial ratios for a company's CNAE sector.
Action
Get company timeline
Get a unified multi-source timeline of events for a company.
Action
Get legal article
Get the consolidated text of a single article of a mercantile-law norm.
Action
Get legal norm
Get the detail of a single mercantile-law norm, with its act-to-norm bridge.
Action
Get legal norms
Get the index of core Spanish mercantile-law norms.
Action
Get person corporate graph
Get the person-to-company graph for a person.
Action
Get person mentions
Get documentary mentions of a person across public filings.
Action
Get sector ratios
Get aggregated financial ratios for a CNAE sector.
Action
Get tender
Get a sanitized public procurement notice.
Action
List procurement suppliers
List corporate suppliers ranked by public procurement award count.

Each app on its own

The other way round: OpenMercantil to Cliniko