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Cliniko and CommBox Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Cliniko and CommBox in sync by integrating their events and actions. When support events happen in Cliniko, update the CommBox automatically - without any line of code in visual workflow builder.

Integration guide
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Learn about Cliniko and CommBox

Detailed info you need to know about Cliniko and CommBox integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Cliniko

    • Support
    • 6 triggers
    • 17 searches
    • 16 actions

    Practice management for healthcare providers — appointments, notes, and billing. [5]

  • CommBox

    • Support
    • 2 triggers
    • 13 searches
    • 31 actions

    Omnichannel customer engagement platform for managing conversations, agents, teams and messaging campaigns. [6]

How to connect Cliniko to CommBox

Set up your Cliniko and CommBox integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect Cliniko and CommBox

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected Cliniko and CommBox nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between Cliniko and CommBox. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between Cliniko and CommBox work in WEXTL?

WEXTL exposes actions and triggers for Cliniko and CommBox 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.

Cliniko triggersCommBox actions

Cliniko modules

  • Archive a Contact Archives a single contact.
  • Archive a Patient Archives a single patient.
  • Archive a Product Archives a single product.
  • Archive an Individual Appointment Archives a single individual appointments.
  • Cancel an Individual Appointment Cancels an individual appointment by its ID.
  • Create a Contact Creates a new contact.
  • Create a Patient Creates a new patient.
  • Create a Product Creates a new product.
  • Create a Product Stock Adjustment Creates a new product stock adjustment. Increases or decreases product stock quantity.
  • Create an Individual Appointment Creates a new individual appointment.
  • Get a Booking Retrieves an existing booking.
  • Get a Contact Retrieves a single contact by ID.
  • Get a Patient Retrieves an existing patient by given ID.
  • Get a Practitioner Retrieves an single practitioner by its id.
  • Get a Product Retrieves a single product by id.
  • Get an Individual Apppointment Retrieves an existing individual appointment.
  • Get an Invoice Retrieves a single invoice by id.
  • Get an Invoice Item Retrieves a single invoice item by id.
  • Make API Call Performs an arbitrary authorized API call.
  • Search Bookings Searches for bookings.
  • Search Contacts Searches for contacts.
  • Search Individual Appointments Searches for individual appointments.
  • Search Invoice Items Searches items for a single invoice.
  • Search Invoices Searches for invoices.
  • Search Patients Searches for patients by different criteria.
  • Search Practitioners Searches for practitioners.
  • Search Products Searches for products.
  • Search Treatment Notes Searches for treatment notes.
  • Unarchive a Patient Unarchives a single patient.
  • Update a Contact Updates a single contact.
  • Update a Patient Updates a single patient.
  • Update a Product Updates an existing product.
  • Update an Individual Appointment Updates an individual appointment.
  • Watch Ended Appointments Watches for ended appointments.
  • Watch New Appointments Watches for new appointments.
  • Watch New Contacts Watches for new contacts.
  • Watch New Invoices Watches for new invoices.
  • Watch New Patients Watches for new patients.
  • Watch Updated Contacts Watches for updated contacts.

CommBox modules

  • Add a Manager Profile Adds or changes the profiles of a specific agent or admin.
  • Add a Remark Log Adds a remark log entry to a conversation.
  • Add an Activity Log Adds an activity log entry to a conversation.
  • Assign a Manager Assigns a conversation to a specific agent.
  • Create a Child Object Posts a message (child object) in a conversation on behalf of an agent.
  • Create a Form Link Creates a link to an organization form that the customer can fill in or sign.
  • Create a Manager Creates a new agent or admin.
  • Create a Predefined Form Link Creates a link to a blank form overlaid onto the given PDF or image.
  • Create a Tag Creates a new tag.
  • Create a Team Creates a new team.
  • Create an Object Creates a conversation in the given channel and returns its object ID.
  • Delete a Custom Indicator Removes a custom indicator from a conversation.
  • Delete a Manager Deletes a specific agent or admin.
  • Delete a Manager Profile Removes a profile from a specific agent or admin.
  • Delete a Tag Deletes a tag.
  • Delete a Team Deletes a team by ID.
  • Get a Manager Retrieves information about a specific agent or admin.
  • Get a Manager Presence Retrieves the presence status of a specific agent.
  • Get a User Retrieves information about a customer.
  • Get an Object Retrieves the details of a specific conversation.
  • List Management Assignments Lists the conversations assigned to a specific agent or admin.
  • List Manager Profiles Lists all manager profiles.
  • List Managers Lists all agents and admins on the account.
  • List Object Activities Lists the activities of a conversation.
  • List Object Transcripts Retrieves the transcript of a specific conversation.
  • List Stream Objects Lists the conversations in a stream (channel).
  • List Tag Groups Lists all tag groups on the account.
  • List Tags Lists all tags on the account or brand.
  • List Teams Lists all teams and their IDs.
  • Make an API Call Sends a custom authorized request to the CommBox API.
  • Send a Campaign Sends a campaign to its recipients.
  • Send a WhatsApp Template Sends a WhatsApp template message.
  • Send a WhatsApp Template from Emarsys Sends a WhatsApp template message generated by Emarsys through WhatsApp Business.
  • Send an Initial SMS Sends the first text message of a conversation to the customer.
  • Send an SMS Sends a text message to the customer.
  • Set a Custom Indicator Shows an indicator icon at the top of the conversation to alert the agent.
  • Set Object Content Sets the content of a conversation object.
  • Set Object Status Sets the status of a conversation.
  • Unassign a Manager Removes the agent assigned to a conversation.
  • Update a Manager Updates an agent or admin by ID.
  • Update a Tag Changes the name or content of a tag.
  • Update a Team Changes the name of a team.
  • Update a User Updates customer information shown in the Customer Info pane.
  • Validate a WhatsApp Account Checks whether a WhatsApp account is valid.
  • Watch Stream Objects Triggers when a new object appears in a stream.
  • Watch Teams Triggers when a new team is created.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Cliniko and CommBox integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting Cliniko and CommBox.

How do I connect Cliniko and CommBox?

Connect your Cliniko and CommBox 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]

What can I automate between Cliniko and CommBox?

Example: when Cliniko's "Watch Ended Appointments" fires, WEXTL can "Add a Manager Profile" in CommBox. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); CommBox has 44 actions (including Add a Manager Profile, Add a Remark Log, and Add an Activity Log). Add filters and transforms between steps when you need them. [1]

Can Cliniko trigger actions in CommBox, and CommBox in Cliniko?

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]

Do I need to write code to integrate Cliniko and CommBox?

No. Cliniko-to-CommBox automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Cliniko integrate with CommBox in real time?

Yes. Trigger-based automations start the moment Cliniko (or CommBox) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Cliniko + CommBox integration?

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.

Do I need a paid plan to connect Cliniko with CommBox?

You can build your Cliniko + CommBox 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 Cliniko and CommBox integration.

  1. Cliniko and CommBox integration source code, module specs and credentials implementation.
  2. Our Cliniko and CommBox integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Cliniko and CommBox — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Cliniko integration information
  6. CommBox integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Cliniko and CommBox integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Cliniko and CommBox, or get started