Integration

Connect Timesheet to Cliniko

When something happens in Timesheet, 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.

Timesheet7 triggersTimesheet53 actionsCliniko17 triggersCliniko31 actions

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Everything your agent can do with Timesheet and Cliniko

Triggers and actions 24 triggers · 84 actions

Trigger
New Absence
Triggered when a new absence is requested or recorded in the chosen Timesheet organization.
Trigger
New Project
Triggered when a new project is created in Timesheet.
Trigger
New Rate
Triggered when a new pay rate is created in Timesheet.
Trigger
New Tag
Triggered when a new tag is created in Timesheet.
Trigger
New Task
Triggered when a new tracked time entry is recorded in Timesheet.
Trigger
New Team
Triggered when a new team is created in Timesheet.
Trigger
New Todo
Triggered when a new to-do is created in Timesheet.
Action
Approve Absence
Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it.
Action
Create Expense
Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID.
Action
Create Note
Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID.
Action
Create Organization
Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID.
Action
Create Project
Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID.
Action
Create Rate
Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID.
Action
Create Reminder
Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time.
Action
Create Tag
Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID.
Action
Create Task
Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration.
Action
Create Team
Creates a team inside a Timesheet organization. Returns the new team with its ID.
Action
Create Todo
Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID.
Action
Delete Expense
Deletes an expense from Timesheet. Returns confirmation that the expense was removed.
Action
Delete Note
Deletes a note from Timesheet. Returns confirmation that the note was removed.
Action
Delete Organization
Deletes an organization from Timesheet. Returns confirmation that the organization was removed.
Action
Delete Project
Deletes a project from Timesheet. Returns confirmation that the project was removed.
Action
Delete Rate
Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed.
Action
Delete Reminder
Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed.
Action
Delete Tag
Deletes a tag from Timesheet. Returns confirmation that the tag was removed.
Action
Delete Task
Deletes a time entry from Timesheet. Returns confirmation that the entry was removed.
Action
Delete Team
Deletes a team from Timesheet. Returns confirmation that the team was removed.
Action
Delete Todo
Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed.
Action
Find Absence
Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches.
Action
Find Expense
Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find Note
Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches.
Action
Find Organization
Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case.
Action
Find Project
Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches.
Action
Find Rate
Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find Reminder
Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case.
Action
Find Tag
Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches.
Action
Find Task
Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches.
Action
Find Team
Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches.
Action
Find Todo
Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches.
Action
Get Current Timer
Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking.
Action
Get Project
Returns one Timesheet project by ID, including its client, settings and tracked totals.
Action
Get Rate
Returns one Timesheet pay rate by ID, including its multiplier and extra amount.
Action
Get Tag
Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time.
Action
Get Task
Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags.
Action
Get Team
Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts.
Action
Pause Timer
Pauses the running timer, starting a break. Returns the timer with its new paused state.
Action
Resume Timer
Resumes a paused timer, ending the current break. Returns the timer with its new running state.
Action
Send Report
Generates a timesheet report for the chosen period and emails it to the given address.
Action
Start Timer
Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking.
Action
Stop Timer
Stops the running timer and closes out the time entry it was tracking.
Action
Update Expense
Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values.
Action
Update Note
Updates an existing note's text, date or attachment. Fields left blank keep their current values.
Action
Update Organization
Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values.
Action
Update Project
Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values.
Action
Update Rate
Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values.
Action
Update Reminder
Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values.
Action
Update Tag
Updates an existing tag's name, colour or archived state. Fields left blank keep their current values.
Action
Update Task
Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values.
Action
Update Team
Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values.
Action
Update Todo
Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values.
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).

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