STEP 1
Connect Cliniko and Help Scout
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 Help Scout Integration
Connect Cliniko and Help Scout 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 Help Scout
Detailed info you need to know about Cliniko and Help Scout integrations in WEXTL. Explore which modules apps support and how you connect them.
Help Scout
Shared inbox for conversations, customers, and mailboxes — threads, tags, reports, and webhook watches. [6]
How to connect Cliniko to Help Scout
Set up your Cliniko and Help Scout integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Help Scout 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 Help Scout. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Help Scout work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Help Scout 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 triggersHelp Scout 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.
Help Scout modules
- Create AddressCreates a customer address.
- Create Chat HandleAdds a chat handle to a customer.
- Create Chat ThreadAdds a chat thread to a conversation.
- Create ConversationCreates a new conversation.
- Create CustomerCreates a new customer.
- Create Customer Property DefinitionCreates a customer property definition.
- Create Customer ThreadAdds a customer thread to a conversation.
- Create EmailAdds an email address to a customer.
- Create NoteAdds a note to a conversation.
- Create OrganizationCreates a new organization.
- Create Organization Property DefinitionCreates an organization property definition.
- Create PhoneAdds a phone number to a customer.
- Create Phone ThreadAdds a phone thread to a conversation.
- Create Reply ThreadAdds a reply to a conversation.
- Create Saved ReplyCreates a saved reply.
- Create Social ProfileAdds a social profile to a customer.
- Create UserCreates a new user.
- Create WebsiteAdds a website to a customer.
- Delete AddressDeletes a customer address.
- Delete AttachmentDeletes an attachment.
- Delete Chat HandleDeletes a customer chat handle.
- Delete ConversationDeletes an existing conversation.
- Delete CustomerDeletes an existing customer.
- Delete Customer AsynchronouslyDeletes a customer asynchronously.
- Delete Customer Property DefinitionDeletes a customer property definition.
- Delete EmailDeletes a customer email address.
- Delete OrganizationDeletes an existing organization.
- Delete Organization Property DefinitionDeletes an organization property definition.
- Delete PhoneDeletes a customer phone number.
- Delete Saved ReplyDeletes a saved reply.
- Delete SnoozeRemoves the snooze from a conversation.
- Delete Social ProfileDeletes a customer social profile.
- Delete Thread ScheduleDeletes a scheduled thread.
- Delete UserDeletes an existing user.
- Delete WebsiteDeletes a customer website.
- Download Attachment FileDownloads the file for an attachment.
- Get AddressReturns a customer address.
- Get Attachment DataReturns metadata for an attachment.
- Get Chat ReportReturns the chat report.
- Get Company Customers Helped ReportReturns the company customers-helped report.
- Get Company Drilldown ReportReturns the company drilldown report.
- Get Company Overall ReportReturns the company overall report.
- Get ConversationReturns a single conversation.
- Get Conversation ReassignmentReturns conversation reassignment settings for a user.
- Get Conversations Busy Times ReportReturns the busiest times report.
- Get Conversations Drilldown ReportReturns the conversations drilldown report.
- Get Conversations Field Drilldown ReportReturns the conversations field drilldown report.
- Get Conversations Overall ReportReturns the conversations overall report.
- Get CustomerReturns a single customer.
- Get Docs Overall ReportReturns the docs overall report.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Help Scout 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 Help Scout.
Connect your Cliniko and Help Scout 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 Address" in Help Scout. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Help Scout has 139 actions (including Create Address, Create Chat Handle, and Create Chat Thread). 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-Help Scout 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 Help Scout) 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 + Help Scout 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 Help Scout integration.
- Cliniko and Help Scout integration source code, module specs and credentials implementation.
- Our Cliniko and Help Scout integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Help Scout — 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
- Help Scout integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library