STEP 1
Connect Cliniko and HelpCrunch
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 HelpCrunch Integration
Connect Cliniko and HelpCrunch 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 HelpCrunch
Detailed info you need to know about Cliniko and HelpCrunch integrations in WEXTL. Explore which modules apps support and how you connect them.
HelpCrunch
Live chat and customer messaging platform for support teams, chats, and contacts. [6]
How to connect Cliniko to HelpCrunch
Set up your Cliniko and HelpCrunch integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and HelpCrunch 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 HelpCrunch. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and HelpCrunch work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and HelpCrunch 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 triggersHelpCrunch 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.
HelpCrunch modules
- Add a Customer EventSubmits a customer activity event.
- Batch Update CustomersUpdates customers in bulk.
- Create a ChatCreates a single chat on behalf of a specific customer.
- Create a CustomerAdds a single customer to your account.
- Delete a CustomerDeletes a single customer by their ID.
- Get a CustomerRetrieves details for a specific customer.
- Get Chat DetailsRetrieves details of a specific chat.
- Get Organization InfoRetrieves organization details.
- List AgentsRetrieves all team members.
- List ApplicationsRetrieves all applications, including widgets and mobile apps.
- List ChatsRetrieves all chats or a filtered subset.
- List CustomersRetrieves a list of customers.
- List DepartmentsRetrieves all departments.
- List MessagesRetrieves messages from a specific chat.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark a Chat as ReadMarks a chat as read in the specified service.
- Rate a ChatRates a chat conversation by providing a score or feedback.
- Search ChatsFinds chats using filters and conditions.
- Search CustomersFinds customers using filters.
- Send a MessageSends a message to a chat.
- Snooze/Unsnooze a ChatPostpones a chat until a specific day and time or unsnoozes it to make it active again.
- Tag a CustomerAdds tags to a customer.
- Unsubscribe a Team MemberUnsubscribes a team member from HelpCrunch newsletters.
- Untag a CustomerRemoves tags from a customer.
- Update a Chat DepartmentUpdates the department to which the chat is assigned.
- Update a CustomerUpdates data of an existing customer by their ID.
- Update Chat AssigneeUpdates the agent to whom the chat is assigned.
- Update Chat StatusChanges the status of any chat.
- Watch AgentsTriggers when agents are being watched.
- Watch ApplicationsTriggers when new applications are received.
- Watch ChatsTriggers when a new chat is created.
- Watch CustomersTriggers when new customers are added.
- Watch DepartmentsTriggers when there is new activity in departments.
- Watch MessagesTriggers when a message is received or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and HelpCrunch 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 HelpCrunch.
Connect your Cliniko and HelpCrunch 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 Customer Event" in HelpCrunch. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); HelpCrunch has 28 actions (including Add a Customer Event, Batch Update Customers, and Create a Chat). 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-HelpCrunch 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 HelpCrunch) 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 + HelpCrunch 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 HelpCrunch integration.
- Cliniko and HelpCrunch integration source code, module specs and credentials implementation.
- Our Cliniko and HelpCrunch integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and HelpCrunch — 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
- HelpCrunch integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library