STEP 1
Connect Charla 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.
Charla and Cliniko Integration
Build support workflows between Charla and Cliniko on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Charla and Cliniko
Detailed info you need to know about Charla and Cliniko integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Charla to Cliniko
Set up your Charla and Cliniko integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charla 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 Charla and Cliniko. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charla and Cliniko work in WEXTL?
WEXTL exposes actions and triggers for Charla 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.
Charla triggersCliniko actions
Charla modules
- Create a ContactCreates a new contact.
- Create an ArticleCreates a new article.
- Delete an ArticleDeletes a single article by ID.
- Get a ContactRetrieves a single contact's details.
- Get an ArticleRetrieves a single article's details.
- List ArticlesRetrieves a list of articles.
- List ContactsRetrieves a list of contacts.
- List ConversationsRetrieves a list of conversations.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch ArticlesTriggers when a new article is published.
- Watch ContactsTriggers when a new contact is created.
- Watch MessagesTriggers when a new message is received.
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 Charla and Cliniko.
Connect your Charla 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 Charla's "Watch Articles" fires, WEXTL can "Archive a Contact" in Cliniko. Charla has 3 triggers (including Watch Articles, Watch Contacts, and Watch Messages); 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. Charla-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 Charla (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 Charla + 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 Charla and Cliniko integration.
- Charla and Cliniko integration source code, module specs and credentials implementation.
- Our Charla and Cliniko integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charla 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.
- Charla integration information
- Cliniko integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library