Integration

Connect Previsto to Cliniko

When something happens in Previsto, 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.

Previsto5 triggersPrevisto13 actionsCliniko17 triggersCliniko31 actions

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Everything your agent can do with Previsto and Cliniko

Triggers and actions 22 triggers · 44 actions

Trigger
Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
Trigger
Created Agreement
Triggers when a new service agreement is created in Previsto.
Trigger
Created Assignment
Triggers when a new assignment is created in Previsto.
Trigger
Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
Action
Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreement
Deletes a service agreement from Previsto.
Action
Delete assignment
Deletes an assignment from Previsto.
Action
Delete contact
Deletes a contact from Previsto.
Action
Get account
Returns a single Previsto account, including its contact details, roles and location.
Action
Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
Action
Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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 Previsto