STEP 1
Connect Cliniko and Halo
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 Halo Integration
Connect Cliniko and Halo to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Cliniko and Halo
Detailed info you need to know about Cliniko and Halo integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Halo
Set up your Cliniko and Halo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Halo 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 Halo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Halo work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Halo 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 triggersHalo actions
Cliniko modules
- Archive a ContactArchives a single contact.
- Archive a PatientArchives a single patient.
- Archive a ProductArchives a single product.
- Archive an Individual AppointmentArchives a single individual appointments.
- Cancel an Individual AppointmentCancels an individual appointment by its ID.
- Create a ContactCreates a new contact.
- 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.
- Create an Individual AppointmentCreates a new individual appointment.
- Get a BookingRetrieves an existing booking.
- Get a ContactRetrieves a single contact 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.
- 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.
- 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 a PatientUpdates a single patient.
- Update a ProductUpdates an existing product.
- Update an Individual AppointmentUpdates an individual appointment.
- 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.
Halo modules
- Create / Update a QuoteCreates a new quote details or updates existing.
- Create / Update a Sales OrderCreates or updates one or multiple sales orders.
- Create / Update an ItemCreates or updates one or multiple items.
- Create / Update an OpportunityCreates a new opportunity or updates existing.
- Create a ClientCreates a new client contact (one or multiple).
- Create a SiteCreates a new site.
- Create a TicketCreates a new ticket.
- Create a UserCreates a new user (one or multiple).
- Delete a ClientDeletes a single client.
- Delete a ProjectDeletes a single project by id.
- Delete a QuoteDeletes a single quote.
- Delete a Sales OrderDeletes a single sales order.
- Delete a TicketDeletes a single ticket.
- Delete a UserDeletes a single user by id.
- Delete an ItemDeletes a single item by id.
- Delete an OpportunityDeletes a single opportunity.
- Get a ClientRetrieves a single client details.
- Get a ProjectRetrieves a single project details.
- Get a QuoteRetrieves a single quote details.
- Get a Sales OrderRetrieves a single sales order details.
- Get a TicketRetrieves a single ticket details.
- Get a UserRetrieves a user by id.
- Get an ItemRetrieves a single item details.
- Get an OpportunityRetrieves a single opportunity details.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ClientsPerforms a search for clients by specified criteria.
- Search ItemsSearches for items.
- Search OpportunitiesSearches for opportunities.
- Search ProjectsSearches for projects.
- Search QuotesSearches for quotes.
- Search TicketsSearches for tickets.
- Search UsersSearches for users.
- Update a ClientUpdates existing clients by id (one or multiple).
- Watch ClientsWatches for new clients.
- Watch ItemsWatches for new or updated items.
- Watch OpportunitiesTriggers whenever an opportunity has been created or updated in Halo.
- Watch ProjectsTriggers whenever a project has been created or updated in Halo.
- Watch QuotesTriggers whenever a quote has been created or updated in Halo.
- Watch Sales OrdersWatches for new or updated sales orders.
- Watch TicketsTriggers when a new ticket has been created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Halo 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 Halo.
Connect your Cliniko and Halo 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 "Create / Update a Quote" in Halo. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Halo has 33 actions (including Create / Update a Quote, Create / Update a Sales Order, and Create / Update an Item). 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-Halo 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 Halo) 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 + Halo 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 Halo integration.
- Cliniko and Halo integration source code, module specs and credentials implementation.
- Our Cliniko and Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Halo — 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
- Halo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library