STEP 1
Connect Capacity and Cliniko
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capacity and Cliniko Integration
Connect Capacity and Cliniko to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
3-day trialCancel anytimeUp to 10 minutes quick set up
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Learn about Capacity and Cliniko
Detailed info you need to know about Capacity and Cliniko integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capacity to Cliniko
Set up your Capacity and Cliniko integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity and Cliniko nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Capacity and Cliniko. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and Cliniko work in WEXTL?
WEXTL exposes actions and triggers for Capacity and Cliniko that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Capacity triggersCliniko actions
Capacity modules
- Activate a UserReactivates a previously deactivated user account, restoring their access to the platform.
- Add an Exchange to InputAdds a new input variant to an existing exchange.
- Add an Exchange to OutputAdds a new output variant to an existing exchange.
- Create a ContactCreates a new contact record in Capacity.
- Create a Custom FieldCreates a new custom field definition for extending entity data models.
- Create a DirectoryCreates a new directory for organizing files and folders.
- Create a FolderCreates a new folder within a directory to organize content.
- Create a GroupCreates a new user group for organizing team members and managing permissions.
- Create an AccountCreates a new account record in Capacity.
- Create an ArticleCreates a new knowledge base article in Capacity.
- Create an ExchangeCreates a new exchange with at least one input and one output for automated Q&A responses.
- Create a UserCreates a new user account and assigns them to the specified groups.
- Create or Update User AttributesInserts or updates custom attribute values for an existing user.
- Deactivate a UserDeactivates a user account, suspending their access without deleting their data.
- Delete a ContactPermanently deletes a contact record and all associated data.
- Delete a Custom FieldPermanently deletes a custom field definition and removes it from all entities.
- Delete a DirectoryPermanently deletes a directory and all its contained files and folders.
- Delete a FilePermanently deletes a single uploaded file by its ID.
- Delete a FolderPermanently deletes a folder, all its subfolders, and their contents.
- Delete a GroupPermanently deletes a user group from Capacity.
- Delete an AccountPermanently deletes an account record from Capacity.
- Delete an ExchangePermanently deletes an exchange and all its associated inputs and outputs.
- Delete an Exchange InputDeletes a specific input variant belonging to an exchange.
- Delete an Exchange to OutputDeletes a specific output variant belonging to an exchange.
- Delete a UserPermanently deletes a user account and all their associated data.
- Delete Multiple FilesPermanently deletes a list of uploaded files in a single request.
- Delete User AttributesDeletes a specific custom attribute from a user by its key.
- Disable a DirectoryDisables access to a directory for a specific user group.
- Enable a DirectoryEnables access to a directory for a specific user group.
- Get a ContactRetrieves a single contact record by its ID.
- Get a Custom FieldRetrieves detailed information about a specific custom field definition by its ID.
- Get a DirectoryRetrieves a single directory record by its ID.
- Get a FolderRetrieves a single folder record by its ID.
- Get a GroupRetrieves a single user group record by its ID.
- Get an AccountRetrieves a single account record by its ID.
- Get an ExchangeRetrieves a single exchange record by its ID.
- Get an Exchange InputRetrieves a specific input variant belonging to an exchange.
- Get an Exchange to OutputRetrieves a specific output variant belonging to an exchange.
- Get an Uploaded FileRetrieves metadata and download details for a single uploaded file by its ID.
- Get a UserRetrieves a single user record by their ID.
- List AccountsReturns a paginated list of account records.
- List ArticlesReturns a paginated list of knowledge base articles.
- List ContactsReturns a paginated list of contact records.
- List Custom FieldsReturns a paginated list of custom field definitions, with optional filtering by name.
- List DirectoriesReturns a paginated list of directory records.
- List ExchangesReturns a paginated list of exchange records.
- List FilesReturns a paginated list of uploaded files.
- List FoldersReturns a paginated list of folders within a directory.
- List Group DirectoriesReturns a paginated list of directories accessible to a specific group.
- List GroupsReturns a paginated list of user groups.
Cliniko modules
- Archive a ContactArchives a single contact.
- Archive an Individual AppointmentArchives a single individual appointments.
- Archive a PatientArchives a single patient.
- Archive a ProductArchives a single product.
- Cancel an Individual AppointmentCancels an individual appointment by its ID.
- Create a ContactCreates a new contact.
- Create an Individual AppointmentCreates a new individual appointment.
- Create a PatientCreates a new patient.
- Create a ProductCreates a new product.
- Create a Product Stock AdjustmentCreates a new product stock adjustment. Increases or decreases product stock quantity.
- Get a BookingRetrieves an existing booking.
- Get a ContactRetrieves a single contact by ID.
- Get an Individual ApppointmentRetrieves an existing individual appointment.
- Get an InvoiceRetrieves a single invoice by id.
- Get an Invoice ItemRetrieves a single invoice item by id.
- Get a PatientRetrieves an existing patient by given ID.
- Get a PractitionerRetrieves an single practitioner by its id.
- Get a ProductRetrieves a single product by id.
- Make API CallPerforms an arbitrary authorized API call.
- Search BookingsSearches for bookings.
- Search ContactsSearches for contacts.
- Search Individual AppointmentsSearches for individual appointments.
- Search Invoice ItemsSearches items for a single invoice.
- Search InvoicesSearches for invoices.
- Search PatientsSearches for patients by different criteria.
- Search PractitionersSearches for practitioners.
- Search ProductsSearches for products.
- Search Treatment NotesSearches for treatment notes.
- Unarchive a PatientUnarchives a single patient.
- Update a ContactUpdates a single contact.
- Update an Individual AppointmentUpdates an individual appointment.
- Update a PatientUpdates a single patient.
- Update a ProductUpdates an existing product.
- Watch Ended AppointmentsWatches for ended appointments.
- Watch New AppointmentsWatches for new appointments.
- Watch New ContactsWatches for new contacts.
- Watch New InvoicesWatches for new invoices.
- Watch New PatientsWatches for new patients.
- Watch Updated ContactsWatches for updated contacts.
Frequently asked questions
Common questions about connecting Capacity and Cliniko.
Connect your Capacity and Cliniko accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Capacity's "Watch Articles" fires, WEXTL can "Archive a Contact" in Cliniko. Capacity has 2 triggers (including Watch Articles and Watch Contacts); Cliniko has 33 actions (including Archive a Contact, Archive an Individual Appointment, and Archive a Patient). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Capacity-to-Cliniko automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Capacity (or Cliniko) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Capacity + Cliniko automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Capacity and Cliniko integration.
- Capacity and Cliniko integration source code, module specs and credentials implementation.
- Our Capacity and Cliniko integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity and Cliniko — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Capacity integration information
- Cliniko integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library