STEP 1
Connect Cliniko and Gladly
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 Gladly Integration
Build support workflows between Cliniko and Gladly 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.
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Learn about Cliniko and Gladly
Detailed info you need to know about Cliniko and Gladly integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Gladly
Set up your Cliniko and Gladly integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Gladly 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 Gladly. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Gladly work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Gladly 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 triggersGladly 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.
Gladly modules
- Add a NoteAdds a note to a conversation.
- Add a Task CommentAdds a comment to a task.
- Add or Remove a Freeform TopicAdds or removes a freeform topic from a conversation.
- Add Topics to a ConversationAdds topics to a conversation.
- Create an ItemCreates a new conversation item.
- Create an Item for a CustomerCreates a conversation item for a customer.
- Create a TaskCreates a new task.
- Create a Task for a CustomerCreates a task for a customer.
- Create Business HoursCreates a new set of business hours.
- Delete an ItemDeletes a conversation item.
- Delete an ItemDeletes a conversation item for a customer.
- Delete a TopicRemoves a topic from a conversation.
- Delete Business HoursDeletes the business hours entry from the service.
- Generate a ReportGenerates a report based on specified parameters and criteria.
- Generate a Work Session ReportGenerates a work session report.
- Get a ConversationRetrieves details for a conversation.
- Get an AgentRetrieves details for an agent.
- Get an Agent Call RecorderRetrieves call recorder settings for an agent.
- Get an ItemRetrieves a specific conversation item.
- Get a NoteRetrieves a conversation note.
- Get a TaskRetrieves details for a task.
- Get a Task CommentRetrieves a specific task comment.
- Get a Voice TranscriptRetrieves a voice transcript for a conversation item.
- Get Business HoursRetrieves details for business hours.
- Get MediaRetrieves media associated with a conversation item.
- List AgentsRetrieves a list of all agents.
- List AudiencesRetrieves a list of all audiences.
- List Business HoursRetrieves a list of business hours.
- List Conversations for a CustomerRetrieves conversations for a customer.
- List Items in a ConversationRetrieves all items in a conversation.
- List Task CommentsRetrieves all comments for a task.
- List TasksRetrieves a list of all tasks.
- Make an API CallPerforms an arbitrary authorized API request.
- Redact a Conversation ItemRedacts sensitive content from a conversation item.
- Reply to a MessageReplies to a conversation message.
- Send an EmailSends an email message.
- Send an SMSSends an SMS message.
- Update a Call Recorder for an AgentUpdates call recorder settings for an agent.
- Update a ConversationUpdates an existing conversation.
- Update a TaskUpdates an existing task.
- Update Business HoursUpdates an existing set of business hours.
- Watch Business HoursTriggers when new business hours are set.
- Watch EventsTriggers when a subscribed Gladly event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Gladly 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 Gladly.
Connect your Cliniko and Gladly 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 a Note" in Gladly. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Gladly has 41 actions (including Add a Note, Add a Task Comment, and Add or Remove a Freeform Topic). 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-Gladly 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 Gladly) 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 + Gladly 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 Gladly integration.
- Cliniko and Gladly integration source code, module specs and credentials implementation.
- Our Cliniko and Gladly integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Gladly — 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
- Gladly integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library