Cliniko
Cliniko is a practice management platform — manage patients, appointments, invoices, contacts, and practitioners.
What your agent can do with Cliniko
Triggers and actions 17 triggers · 31 actions
- TriggerCancelled individual appointment
Triggered when an individual appointment is cancelled.
- TriggerNew cancelled attendee
Triggered when an attendee is cancelled.
- TriggerNew or updated attendee
Triggered when an attendee is created or updated.
- TriggerNew or updated business
Triggered when a business is created or updated.
- TriggerNew or updated communication
Triggered when a communication is created or updated.
- TriggerNew or updated contact
Triggered when a contact is created or updated.
- TriggerNew or updated daily availability
Triggered when a daily availability is created or updated.
- TriggerNew or updated group appointment
Triggered when a group appointment is created or updated.
- TriggerNew or updated individual appointment
Triggered when an individual appointment is created or updated.
- TriggerNew or updated invoice
Triggered when an invoice is created or updated.
- TriggerNew or updated patient
Triggered when a patient is created or updated.
- TriggerNew or updated patient case
Triggered when a patient case is created or updated.
- TriggerNew or updated practitioner
Triggered when a practitioner is created or updated.
- TriggerNew or updated treatment notes
Triggered when treatment notes is created or updated.
- TriggerPatient 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.
- TriggerTwo-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.
- TriggerTwo-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.
- ActionArchive patient
Archives a patient. An error will occur if the patient is not found.
- ActionCreate contact
Creates a new contact.
- ActionCreate patient
Creates a new patient.
- ActionFind Appointment by Patient Id
Returns appointment details for the specified patient if the Patient ID exists.
- ActionFind cancelled appointment
Searches for a cancelled appointment. If no matching appointment is found, an error occurs.
- ActionFind contact by email
Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.
- ActionFind patient by email
Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.
- ActionGet appointment
Returns details of the specified appointment.
- ActionGet appointments by practitioner ID
Returns appointment details by practitioner ID.
- ActionGet appointment type
Returns details of the specified appointment type.
- ActionGet appointment type billable item
Returns details for a billable item.
- ActionGet billable item
Returns details of the specified billable item.
- ActionGet business
Returns details of the specified business.
- ActionGet cancelled appointment
Returns details of the specified cancelled appointment.
- ActionGet contact
Returns details of the specified contact.
- ActionGet group appointment
Returns details of the specified group appointment.
- ActionGet group appointment attendees
Returns attendee information for the specified group appointment.
- ActionGet individual appointment attendees
Returns attendee information for the specified individual appointment.
- ActionGet invoice
Returns details of the specified invoice.
- ActionGet patient
Returns details of the specified patient.
- ActionGet patient case
Returns details of the specified patient case.
- ActionGet patient referral source
Returns the referral source for the specified patient.
- ActionGet practitioner
Returns details of the specified practitioner. An error occurs if not found.
- ActionGet practitioner availabilities
Returns availability information for the specified practitioner.
- ActionList invoices for patient case
Emits all invoice IDs for the specified patient case.
- ActionTwo-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.
- ActionTwo-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.
- ActionUpdate contact
Updates a contact.
- ActionUpdate patient
Updates a patient.
- ActionUpdate patient custom field
Updates the value of the specified custom field for the specified patient.
- ActionUpdate 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).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Not listed?
Need a trigger or action that is not here?
Ask your agent. Describe what you need in plain language and it reads the Cliniko API documentation, builds the operation at whatever depth the API allows, tests every branch and ships it. The list above is what exists today, not the limit.
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