Select Cliniko in workflow
Pick Cliniko app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in Cliniko and run actions that can create, search or modify data inside Cliniko automatically [3] — exactly how you set them.
3 simple steps to make your Cliniko connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick Cliniko app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to Cliniko in WEXTL once. Cliniko credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Cliniko account. Approve?
Build your workflow with Cliniko yourself or with WEXTL® AI Builder. Connect Cliniko to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Cliniko app is called in workflows. That allows your support automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Cliniko supports.
The following table illustrates what fields Cliniko integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Cliniko is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | text | API key you've created for your account. API Key can be created under |
Enter a name of the other app you want to sync with Cliniko below. Click on selected app to explore integration options with Cliniko. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Watch New Patients trigger from Cliniko - this will be a starting point in your automation. Whenever event happens in Cliniko, workflow will start [7] from Watch New Patients node.
Search for Archive a Patient, connect it as the next step of integration sequence. You can use filters between Watch New Patients and Archive a Patient, so only important data pass from Watch New Patients to the next step. WEXTL gives you full control over the process of Cliniko automation. All parts of workflow are visible on the canvas [4].
Cliniko on WEXTL has 39 modules for crafting support automations. Explore Cliniko documentation for more.

Video slide demonstrates how Watch New Patients and Archive a Patient [6] nodes are used in Cliniko workflow.
Common questions about automating Cliniko in your workflows.
List of sources used to gather information about the Cliniko integration.