What actions can I run in Cliniko?

33 actions are available, including "Get a Booking", "Get a Contact", and "Get an Individual Apppointment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Cliniko Integrations

Practice management for healthcare providers — appointments, notes, and billing. Route Cliniko tickets and replies into CRM, chat, and escalation workflows.

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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.
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.
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.
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.
Make API CallPerforms an arbitrary authorized API call.
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.

When to use Cliniko

Common scenarios where Cliniko automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Ended Appointments" fires in Cliniko — start multi-step automations without polling or manual checks.
Automate "Get a Contact" in Cliniko as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Watch New Contacts" from Cliniko with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Cliniko to WEXTL®

Field	Type	Help
API KeyRequired	text	API key you've created for your account. API Key can be created under `Settings` -> `Integrations`.

Use in workflow automation

Start from Cliniko’s Watch New Patients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Archive a Patient as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 39 ready-made steps for support work, and every run records what went in and what came back.

Cliniko workflow on the canvas: Watch New Patients then Archive a Patient

Frequently asked questions

Common questions about automating Cliniko in your workflows.

Cliniko has 6 triggers, including "Watch Ended Appointments", "Watch New Appointments", and "Watch New Contacts", and more. Use them to start workflows the moment Cliniko events fire — no polling required.

Field

Type

Help

API KeyRequired

text

API key you've created for your account. API Key can be created under Settings -> Integrations.

Use in workflow automation

Start from Cliniko’s Watch New Patients trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Archive a Patient as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 39 ready-made steps for support work, and every run records what went in and what came back.

Cliniko Integrations

When to use Cliniko

How to connect

Use in workflow automation

Frequently asked questions

Cliniko Integrations

When to use Cliniko

How to connect

Connect Cliniko to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Cliniko to any app in workflows

Connect Cliniko to any app in workflows

Connect Cliniko to any app in workflows

Cliniko Integrations

Cliniko triggers and actions

When to use Cliniko

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Cliniko support?

What actions can I run in Cliniko?

Do I need to write code to automate this?

Is the integration secure?

Cliniko Integrations

Cliniko triggers and actions

When to use Cliniko

How to connect

Connect Cliniko to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Cliniko support?

What actions can I run in Cliniko?

Do I need to write code to automate this?

Is the integration secure?

Connect Cliniko to any app in workflows

Connect Cliniko to any app in workflows

Connect Cliniko to any app in workflows