Integration

Connect Cliniko to PDF.co

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

Cliniko17 triggersCliniko31 actionsPDF.co28 actions

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What do you want Cliniko and PDF.co to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Cliniko and PDF.co

Triggers and actions 17 triggers · 59 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
Add Barcode to PDF
Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF.
Action
Add Form Field to PDF
Add a fillable form field (text field or checkbox) to a PDF at a specified position.
Action
Add Image to PDF
Add an image, logo, or signature to a PDF at a specified position.
Action
Add Text to PDF
Add Text to PDF
Action
Advanced Barcode Reader
Decode barcodes from images or PDF documents swiftly and accurately.
Action
AI Invoice Parser
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
Action
Anything to PDF Converter
Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF.
Action
Barcode Generator
Generate a variety of barcodes , e.g. QRCode .
Action
Compress and Optimize PDF
Significantly reduce PDF file size by compressing and optimizing images and objects within the document.
Action
Convert Scanned PDF to Searchable PDF
Converts a scanned PDF or image file into a text-searchable PDF.
Action
Custom API Call
Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users.
Action
Document Classifier
Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document.
Action
Document Parser
Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload.
Action
Get PDF Information
Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information.
Action
HTML to PDF Converter
Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache).
Action
PDF Filler
Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates.
Action
PDF Find Table
This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns.
Action
PDF Merger
Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more.
Action
PDF Page Tools
Tools to rotate and delete pages from your PDF files effectively.
Action
PDF Security
Add/Remove Password and Security Features to/from PDF file
Action
PDF to Anything Converter
Convert PDF to JPG, PNG, CSV, XML, JSON and other formats
Action
Search and Delete Found Text in PDF
Identify and remove specified text from a PDF document using text search or fixed-position coordinates
Action
Search and Replace Text in PDF
Locate and replace specified text within a PDF document
Action
Search and Replace With Image in PDF
Search text inside PDF and replace with Image
Action
Search in PDF
Allows you to search for specific text within PDF documents or scanned images.
Action
Split PDF Based on Barcode Search
This operation segments a PDF document based on barcode search, creating new PDF files for each segment.
Action
Split PDF Based on Text Search
This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment.
Action
Split PDF Into Multiple Files
This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges.

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The other way round: PDF.co to Cliniko