Integration

Connect Cliniko to Outlook

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

Cliniko17 triggersCliniko31 actionsOutlook5 triggersOutlook43 actions

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Everything your agent can do with Cliniko and Outlook

Triggers and actions 22 triggers · 74 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).
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Add Mail Attachment
Tool to add an attachment to an email message. use when you have a message id and need to attach a small (<3 mb) file or reference.
Action
Create Calendar
Tool to create a new calendar in the signed-in user's mailbox. use when organizing events into a separate calendar.
Action
Create Contact Folder
Tool to create a new contact folder in the user's mailbox. use when needing to organize contacts into custom folders.
Action
Create Email Rule
Create email rule filter with conditions and actions
Action
Create Mail Folder
Tool to create a new mail folder. use when you need to organize email into a new folder.
Action
Create Master Category
Tool to create a new category in the user's master category list. use after selecting a unique display name.
Action
Delete Mail Folder
Delete a mail folder from the user's mailbox. use when you need to remove an existing mail folder.
Action
Download Outlook Attachment
Downloads a specific file attachment from an email message in a microsoft outlook mailbox; the attachment must contain 'contentbytes' (binary data) and not be a link or embedded item.
Action
Get Mailbox Settings
Tool to retrieve mailbox settings. use when you need to view settings such as automatic replies, time zone, and working hours for the signed-in or specified user.
Action
Get Mail Delta
Tool to retrieve incremental changes (delta) of messages in a mailbox. use when syncing mailbox updates since last checkpoint.
Action
Get Mail Tips
Tool to retrieve mail tips such as automatic replies and mailbox full status. use when you need to check recipient status before sending mail.
Action
Get Master Categories
Tool to retrieve the user's master category list. use when you need to get all categories defined for the user.
Action
Get Supported Languages
Tool to retrieve supported languages in the user's mailbox. use when you need to display or select from available mailbox languages.
Action
Get Supported Time Zones
Tool to retrieve supported time zones in the user's mailbox. use when you need a list of time zones to display or choose from for event scheduling.
Action
List Calendars
Tool to list calendars in the signed-in user's mailbox. use when you need to retrieve calendars with optional odata queries.
Action
List Event Attachments
Tool to list attachments for a specific outlook calendar event. use when you have an event id and need to view its attachments.
Action
List Outlook Attachments
Lists metadata (like name, size, and type, but not `contentbytes`) for all attachments of a specified outlook email message.
Action
List Reminders
Tool to retrieve reminders for events occurring within a specified time range. use when you need to see upcoming reminders between two datetimes.
Action
Outlook Add Event Attachment
Adds an attachment to a specific outlook calendar event. use when you need to attach a file or nested item to an existing event.
Action
Outlook Calendar Create Event
Creates a new outlook calendar event, ensuring `start datetime` is chronologically before `end datetime`.
Action
Outlook Create Contact
Creates a new contact in a microsoft outlook user's contacts folder.
Action
Outlook Create Draft
Creates an outlook email draft with subject, body, recipients, and an optional attachment. supports creating drafts as part of existing conversation threads by specifying a conversationid; attachments require a name, mimetype, and content.
Action
Outlook Create Draft Reply
Creates a draft reply in the specified user's outlook mailbox to an existing message (identified by a valid `message id`), optionally including a `comment` and cc/bcc recipients.
Action
Outlook Delete Contact
Permanently deletes an existing contact, using its `contact id` (obtainable via 'list user contacts' or 'get contact'), from the outlook contacts of the user specified by `user id`.
Action
Outlook Delete Event
Deletes an existing calendar event, identified by its unique `event id`, from a specified user's microsoft outlook calendar, with an option to send cancellation notifications to attendees.
Action
Outlook Get Contact
Retrieves a specific outlook contact by its `contact id` from the contacts of a specified `user id` (defaults to 'me' for the authenticated user).
Action
Outlook Get Contact Folders
Tool to retrieve a list of contact folders in the signed-in user's mailbox. use after authentication when you need to browse or select among contact folders.
Action
Outlook Get Event
Retrieves the full details of a specific calendar event by its id from a user's outlook calendar, provided the event exists.
Action
Outlook Get Message
Retrieves a specific email message by its id from the specified user's outlook mailbox. use the 'select' parameter to include specific fields like 'internetmessageheaders' for filtering automated emails.
Action
Outlook Get Profile
Retrieves the microsoft outlook profile for a specified user.
Action
Outlook Get Schedule
Retrieves free/busy schedule information for specified email addresses within a defined time window.
Action
Outlook List Contacts
Retrieves a user's microsoft outlook contacts, from the default or a specified contact folder.
Action
Outlook List Events
Retrieves events from a user's outlook calendar via microsoft graph api, supporting pagination, filtering, property selection, sorting, and timezone specification.
Action
Outlook List Mail Folders
Tool to list a user's top-level mail folders. use when you need folders like inbox, drafts, sent items; set include hidden folders=true to include hidden folders.
Action
Outlook List Messages
Retrieves a list of email messages from a specified mail folder in an outlook mailbox, with options for filtering (including by conversationid to get all messages in a thread), pagination, and sorting; ensure 'user id' and 'folder' are valid, and all date/time strings are in iso 8601 format.
Action
Outlook Move Message
Move a message to another folder within the specified user's mailbox. this creates a new copy of the message in the destination folder and removes the original message.
Action
Outlook Reply Email
Sends a plain text reply to an outlook email message, identified by `message id`, allowing optional cc and bcc recipients.
Action
Outlook Search Messages
Searches messages in a microsoft 365 or enterprise outlook account mailbox, supporting filters for sender, subject, attachments, pagination, and sorting by relevance or date.
Action
Outlook Send Email
Sends an email with subject, body, recipients, and an optional attachment via microsoft graph api; attachments require a non-empty file with valid name and mimetype.
Action
Outlook Update Calendar Event
Updates specified fields of an existing outlook calendar event.
Action
Outlook Update Contact
Updates an existing outlook contact, identified by `contact id` for the specified `user id`, requiring at least one other field to be modified.
Action
Outlook Update Email
Updates specified properties of an existing email message; `message id` must identify a valid message within the specified `user id`'s mailbox.
Action
Update Mailbox Settings
Tool to update mailbox settings for the signed-in user. use when you need to configure automatic replies, default time zone, language, or working hours. example: schedule automatic replies for vacation.

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