STEP 1
Connect Cliniko and Pylon
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 Pylon Integration
Keep Cliniko and Pylon in sync by integrating their events and actions. When support events happen in Cliniko, update the Pylon automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
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- Data Encryption
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Learn about Cliniko and Pylon
Detailed info you need to know about Cliniko and Pylon integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to Pylon
Set up your Cliniko and Pylon integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and Pylon 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 Pylon. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and Pylon work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and Pylon 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 triggersPylon 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.
Pylon modules
- Create a ContactCreates a new contact.
- Create a TaskCreates a new task in the specified project or list.
- Create an AccountCreates a new account.
- Create an Account ActivityCreates a new account activity.
- Create an IssueCreates a new issue.
- Delete a ContactDeletes a single contact by ID.
- Get a ContactRetrieves a single contact by ID.
- Get an AccountRetrieves a single account by ID.
- Get an IssueRetrieves a single issue.
- List AccountsRetrieves a list of accounts.
- List ContactsRetrieves a list of contacts.
- List IssuesRetrieves a list of issues.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts by email.
- Search IssuesSearches for issues in a project or service.
- Update a ContactUpdates an existing contact.
- Update a TaskUpdates a task by ID.
- Update an AccountUpdates an existing account.
- Update an IssueUpdates an existing issue.
- Upload an AttachmentUploads an attachment from a file or from a URL.
- Watch ContactsTriggers when a new contact is created.
- Watch IssuesTriggers when a new issue is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and Pylon 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 Pylon.
Connect your Cliniko and Pylon 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 a Contact" in Pylon. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); Pylon has 20 actions (including Create a Contact, Create a Task, and Create an Account). 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-Pylon 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 Pylon) 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 + Pylon 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 Pylon integration.
- Cliniko and Pylon integration source code, module specs and credentials implementation.
- Our Cliniko and Pylon integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and Pylon — 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
- Pylon integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library