STEP 1
Connect Cliniko and Plain
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 Plain Integration
Connect Cliniko and Plain 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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Learn about Cliniko and Plain
Detailed info you need to know about Cliniko and Plain integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Plain
Set up your Cliniko and Plain integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Plain 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 Plain. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Plain work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Plain 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 triggersPlain 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.
Plain modules
- Add Companies and Tenants to TiersAdds companies and tenants to tiers.
- Add Customer to a Customer GroupAdds a customer to a customer group.
- Add Customers to TenantsAdds customers to one or more tenants.
- Add Labels to a ThreadAdds labels to a thread to organize and categorize it.
- Assign a Tenant to a CustomerAssociates a customer with a tenant.
- Assign a ThreadAssigns a thread to a specific user or group.
- Create a Customer EventCreates a customer event in the system.
- Create a ThreadCreates a new support thread.
- Create a Thread EventCreates a thread event for a designated thread.
- Create or Update a CustomerCreates or updates a customer in the system.
- Create or Update a TenantCreates or updates a tenant in the system.
- Delete a CustomerDeletes a specified customer from the system.
- Delete a Thread FieldDeletes a thread field.
- Get a Customer by EmailRetrieves details for a specific customer using their email.
- Get a Customer by IDRetrieves details for a specific customer using their ID.
- Get a Tenant by IDRetrieves details for a specific tenant by ID.
- Get a TierRetrieves details for a specific tier.
- Get CompaniesRetrieves companies associated with customers.
- Get CustomersRetrieves a list of customers.
- Get TenantsRetrieves tenants linked to customers.
- Get TiersRetrieves support tiers from the system.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark a Thread as TodoMarks a thread as todo for further action or follow-up marking.
- Mark Thread as DoneMarks a thread as done.
- Remove a Customer From a Customer GroupRemoves a customer from a customer group.
- Remove a Label from a ThreadRemoves a label from a thread.
- Remove a Tenant from a CustomerRemoves a tenant from a customer record.
- Remove Companies and Tenants from TiersRemoves companies and tenants from specified tiers.
- Reply to a ThreadReplies to a thread by posting a new message in the specified thread.
- Reply to a ThreadAllows a user to post a reply to a thread, simulating a different identity or user.
- Reply to an EmailReplies to an email.
- Send EmailsSends emails to specified recipients.
- Snooze a ThreadSnoozes a thread temporarily.
- Unassign a ThreadUnassigns a thread from a user or group.
- Update a Thread FieldUpdates thread metadata such as status, priority, or assignment.
- Update a TierUpdates details for a specific tier.
- Update CompanyUpdates a company's information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Plain 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 Plain.
Connect your Cliniko and Plain 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 Companies and Tenants to Tiers" in Plain. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Plain has 37 actions (including Add Companies and Tenants to Tiers, Add Customer to a Customer Group, and Add Customers to Tenants). 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-Plain 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 Plain) 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 + Plain 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 Plain integration.
- Cliniko and Plain integration source code, module specs and credentials implementation.
- Our Cliniko and Plain integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Plain — 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
- Plain integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library