STEP 1
Connect Cliniko and Invgate
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 Invgate Integration
Connect Cliniko and Invgate 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
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- Data Encryption
- 2FA
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Learn about Cliniko and Invgate
Detailed info you need to know about Cliniko and Invgate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Invgate
Set up your Cliniko and Invgate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Invgate 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 Invgate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Invgate work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Invgate 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 triggersInvgate 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.
Invgate modules
- Accept an ApprovalAccepts an approval request in the system.
- Accept an Incident SolutionAccepts a solution for an incident.
- Add a Group UserAssociates a user with a group.
- Add Helpdesk ObserversAdds users as observers to a helpdesk.
- Add Observers to a GroupAdds users as observers to a group.
- Cancel an ApprovalCancels an approval process for a specified item or task.
- Cancel an IncidentCancels an incident based on the provided incident ID.
- Create a Breaking News StatusCreates a new update to the given breaking news.
- Create a CompanyCreates a company by providing the necessary details.
- Create a GroupCreates a new group in the specified service.
- Create a LocationCreates a new location in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specific user.
- Create a UserCreates a new user in the system.
- Create an Incident CommentCreates a comment on an incident.
- Create an Incident RequestCreates a new incident request.
- Create an Internal NoteCreates an internal note within the system for reference or documentation purposes.
- Create Breaking NewsCreates breaking news content to be published.
- Delete a CompanyDeletes a company from the database.
- Delete a GroupDeletes a group from the specified service.
- Delete a LocationDeletes a specified location.
- Delete a Time Tracking RecordDeletes a time tracking record from the system.
- Delete a UserDeletes a user from the service.
- Delete an Internal NoteDeletes an internal note from the designated database or system.
- Get a Data Export URLRetrieves the data export URL.
- Get a UserRetrieves a user.
- Get Breaking NewsRetrieves breaking news from a specified source.
- List Breaking NewsRetrieves all breaking news.
- List Breaking News StatusesRetrieves breaking news statuses.
- List CompaniesRetrieves a list of all companies.
- List Group ObserversRetrieves all group observers.
- List Group UsersRetrieves all group members.
- List GroupsRetrieves a list of all groups.
- List Help DesksRetrieves all help desks.
- List Helpdesk ObserversRetrieves all helpdesk observers.
- List Incident ApprovalsRetrieves a list of all incident approvals.
- List Incident CommentsRetrieves a list of all incident comments.
- List Incident TasksRetrieves tasks linked to an incident.
- List IncidentsRetrieves a list of all incidents.
- List Internal NotesRetrieves all internal notes from the system.
- List LocationsRetrieves a list of all locations.
- List Time Tracking RecordsRetrieves all time tracking records.
- List UsersRetrieves a list of all users.
- Perform an API RequestPerforms an arbitrary authorized API call.
- Reject an ApprovalRejects an approval request.
- Reject an IncidentRejects an incident based on specified criteria.
- Reject an Incident SolutionRejects an incident solution in a given system or service.
- Remove Group ObserversRemoves observers from a group.
- Remove Group UsersRemoves users from a group.
- Remove Observers from a HelpdeskRemoves observers from a helpdesk.
- Reopen an IncidentReopens a request in the incident management system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Invgate 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 Invgate.
Connect your Cliniko and Invgate 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 "Accept an Approval" in Invgate. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Invgate has 55 actions (including Accept an Approval, Accept an Incident Solution, and Add a Group User). 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-Invgate 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 Invgate) 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 + Invgate 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 Invgate integration.
- Cliniko and Invgate integration source code, module specs and credentials implementation.
- Our Cliniko and Invgate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Invgate — 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
- Invgate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library