STEP 1
Connect Cliniko and Freshdesk
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Cliniko and Freshdesk Integration
Keep Cliniko and Freshdesk in sync by integrating their events and actions. When support events happen in Cliniko, update the Freshdesk automatically - without any line of code in visual workflow builder.
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Learn about Cliniko and Freshdesk
Detailed info you need to know about Cliniko and Freshdesk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Freshdesk
Set up your Cliniko and Freshdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Freshdesk 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 Cliniko and Freshdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Freshdesk work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Freshdesk 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 triggersFreshdesk actions
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.
Freshdesk modules
- Add Ticket WatcherAdds an agent as a watcher on a ticket.
- Bulk Delete TicketsDeletes multiple tickets at once. This moves them to the trash — Freshdesk permanently erases trashed tickets after 30 days.
- Bulk Remove Ticket WatcherRemoves the authenticated agent as a watcher from multiple tickets at once.
- Bulk Update TicketsUpdates multiple tickets at once with the same property changes.
- Cancel Companies ImportCancels a running companies import job.
- Cancel Contacts ImportCancels a running contacts import job.
- Create Account ExportStarts an account-level data export job.
- Create AgentCreates a new agent.
- Create Agents BulkCreates multiple agents at once.
- Create Automation RuleCreates a new automation rule.
- Create Canned ResponseCreates a new canned response.
- Create Canned Response FolderCreates a new canned-response folder.
- Create Canned Responses BulkCreates multiple canned responses at once.
- Create Collaboration ThreadCreates a new side-conversation (collaboration) thread on a ticket.
- Create Companies ExportStarts a companies export job.
- Create CompanyCreates a new company.
- Create Company FieldCreates a new custom company field.
- Create ContactCreates a new contact.
- Create Contact FieldCreates a new custom contact field.
- Create Contacts ExportStarts a contacts export job.
- Create GroupCreates a new group.
- Create MailboxCreates a new mailbox.
- Create Outbound Email TicketCreates a ticket representing an email your team sent proactively, rather than one received from a requester.
- Create Outbound Message ChannelSends a proactive templated WhatsApp message through Freshdesk's outbound message channel.
- Create SLA PolicyCreates a new SLA policy.
- Create Survey ResponseSubmits a response to a customer-satisfaction survey.
- Create TicketCreates a new ticket, optionally with file attachments.
- Create Ticket FormCreates a new ticket form.
- Create Ticket NoteAdds a private (or public) note to a ticket, optionally with file attachments.
- Create Ticket Satisfaction RatingSubmits a customer satisfaction rating for a ticket (Freshdesk's legacy CSAT surface).
- Create Ticket Time EntryLogs a time entry on a ticket.
- Delete AgentDeletes an agent.
- Delete AttachmentDeletes an attachment.
- Delete Automation RuleDeletes an automation rule.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete Contact PermanentlyPermanently deletes a contact, bypassing the trash.
- Delete ConversationDeletes a conversation entry.
- Delete GroupDeletes a group.
- Delete MailboxDeletes a mailbox.
- Delete TicketDeletes a ticket. This moves it to the trash — Freshdesk permanently erases trashed tickets after 30 days unless restored.
- Delete Ticket FormDeletes a ticket form.
- Delete Ticket Form FieldDeletes a field from a ticket form.
- Delete Time EntryDeletes a time entry.
- Forward TicketForwards a ticket by email to one or more recipients.
- Get AccountRetrieves account details.
- Get Admin GroupRetrieves a single group's Admin routing config.
- Get AgentRetrieves a single agent.
- Get Agent AvailabilityRetrieves an agent's availability status.
- Get ArticleRetrieves a single solution article.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Freshdesk integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cliniko and Freshdesk.
Connect your Cliniko and Freshdesk 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 Cliniko's "Watch Ended Appointments" fires, WEXTL can "Add Ticket Watcher" in Freshdesk. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Freshdesk has 146 actions (including Add Ticket Watcher, Bulk Delete Tickets, and Bulk Remove Ticket Watcher). 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. Cliniko-to-Freshdesk 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 Cliniko (or Freshdesk) 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 Cliniko + Freshdesk 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 Freshdesk integration.
- Cliniko and Freshdesk integration source code, module specs and credentials implementation.
- Our Cliniko and Freshdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Freshdesk — 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.
- Cliniko integration information
- Freshdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library