Integration

Connect One Tap to Cliniko

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

One Tap2 triggersOne Tap21 actionsCliniko17 triggersCliniko31 actions

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Everything your agent can do with One Tap and Cliniko

Triggers and actions 19 triggers · 52 actions

Trigger
New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
Trigger
New Profile
Triggered when a new person profile is created in One Tap.
Action
Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create Profile
Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
Action
Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
Action
Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update Profile
Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.
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).

Each app on its own

The other way round: Cliniko to One Tap