STEP 1
Connect Cliniko and Phorest
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 Phorest Integration
Build support workflows between Cliniko and Phorest 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 Phorest
Detailed info you need to know about Cliniko and Phorest integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Phorest
Set up your Cliniko and Phorest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Phorest 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 Phorest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Phorest work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Phorest 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 triggersPhorest 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.
Phorest modules
- Activate a BookingActivates an existing booking.
- Cancel a BookingCancels an existing booking.
- Cancel AppointmentsCancels a single or multiple appointments.
- Check In an AppointmentChecks in a selected appointment.
- Confirm AppointmentsConfirms a single or multiple appointments.
- Create a BookingCreates a new booking.
- Create a Booking NoteCreates a note for a booking.
- Create a ClientCreates a new client.
- Create a LeadCreates a new lead in the system.
- Get a ClientRetrieves a client by ID.
- Get an AppointmentRetrieves a single appointment.
- List LeadsRetrieves a list of leads.
- Perform an API CallPerforms an arbitrary authorized API call.
- Search AppointmentsSearches for appointments.
- Search ClientsSearches for clients in the database and returns matching results.
- Update a ClientUpdates an existing client.
- Update an Appointment NoteUpdates a note for an appointment.
- Watch AppointmentsTriggers when there are changes to appointments.
- Watch ClientsTriggers when a new client is created.
- Watch LeadsTriggers when new leads are created.
- Watch Updated ClientsTriggers when a client is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Phorest 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 Phorest.
Connect your Cliniko and Phorest 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 "Activate a Booking" in Phorest. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Phorest has 17 actions (including Activate a Booking, Cancel a Booking, and Cancel Appointments). 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-Phorest 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 Phorest) 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 + Phorest 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 Phorest integration.
- Cliniko and Phorest integration source code, module specs and credentials implementation.
- Our Cliniko and Phorest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Phorest — 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
- Phorest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library