--- title: "Connect Cliniko and Slack - APIANT.ai" description: "When \"New or updated attendee\" fires in Cliniko, your agent runs \"Send Direct Message\" in Slack, or \"New Channel\" in Slack to \"Create contact\" in Cliniko." canonical: "https://apiant.ai/connect/cliniko-to-slack" --- # Connect Cliniko and Slack When **New or updated attendee** fires in [Cliniko](https://apiant.ai/connections/cliniko), your agent runs **Send Direct Message** in [Slack](https://apiant.ai/connections/slack), or **New Channel** in Slack to **Create contact** in Cliniko. Describe the whole flow and it is built, tested on every scenario and kept running. Cliniko **17** triggers Cliniko **36** actions Slack **15** triggers Slack **60** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Cliniko and Slack to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Cliniko and Slack can do together ### From Cliniko to Slack - When **New or updated attendee** in Cliniko then **Send Direct Message** in Slack - When **New or updated business** in Cliniko then **Send Ephemeral Message** in Slack ### From Slack to Cliniko - When **New Channel** in Slack then **Create contact** in Cliniko - When **New Channel Member** in Slack then **Update contact** in Cliniko Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Cliniko and Slack ## Triggers and actions 32 triggers ยท 96 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 **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 **New Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. ## Each app on its own - [ **Cliniko** Cliniko is a practice management platform โ€” manage patients, appointments, invoices, contacts, and...](https://apiant.ai/connections/cliniko) - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) Reviews ## What our customers say ## More from Cliniko - [ **Cliniko to JIRA** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/cliniko-to-jira) - [ **Cliniko to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/cliniko-to-zoom) - [ **Cliniko to SendGrid** SendGrid by Twilio โ€” email delivery and marketing platform.](https://apiant.ai/connect/cliniko-to-sendgrid) - [ **Cliniko to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/cliniko-to-intercom) - [ **Cliniko to Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/cliniko-to-freshdesk) - [ **Cliniko to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/cliniko-to-klaviyo) ## More into Slack - [ **Salesforce to Slack** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-slack) - [ **Google Calendar to Slack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-slack) - [ **Mailchimp to Slack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-slack) - [ **Stripe to Slack** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-slack) - [ **Shopify to Slack** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-slack) - [ **Notion to Slack** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-slack) Questions ## Cliniko and Slack, answered ### ### What can start an automation from Cliniko? Any of Cliniko's 17 triggers in the catalog, including New cancelled attendee, New or updated attendee, New or updated business and New or updated communication. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Slack when something happens in Cliniko? Any of Slack's 60 actions, including Create Canvas, Create Channel, Create Channel Canvas and Create Reminder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Slack to Cliniko? Yes. When something happens in Slack, your agent can act in Cliniko too. This page covers both directions: Slack's triggers and Cliniko's actions are listed here as well. ### ### Do I have to build a connector for Cliniko or Slack? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Cliniko and Slack without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.