STEP 1
Connect Cliniko and RichPanel
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 RichPanel Integration
Connect Cliniko and RichPanel 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 RichPanel
Detailed info you need to know about Cliniko and RichPanel integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cliniko to RichPanel
Set up your Cliniko and RichPanel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cliniko and RichPanel 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 RichPanel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cliniko and RichPanel work in WEXTL?
WEXTL exposes actions and triggers for Cliniko and RichPanel 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 triggersRichPanel 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.
RichPanel modules
- Add Tags to a ConversationAdds tags to a conversation in the service.
- Attach an Order to a ConversationLinks an order to a conversation in the system.
- Create a Conversation (Email Variant)Creates a new conversation using the email variant.
- Create a Conversation (Phone Variant)Creates a new conversation using the phone variant.
- Create a TagCreates a new tag.
- Create or Update a CustomerCreates a new customer or updates an existing customer.
- Create or Update a SubscriptionCreates a new subscription or updates an existing subscription.
- Create or Update an OrderCreates a new order or updates an existing order.
- Get a ChannelRetrieves a single channel.
- Get a ConversationRetrieves a single conversation.
- Get a ConversationRetrieves a conversation using its conversation number.
- Get a Customer by ContactRetrieves a customer using an email or phone number.
- Get a UserRetrieves a single user.
- Get an OrderRetrieves an order.
- Get an Order by ConversationRetrieves an order linked to a conversation.
- List ChannelsRetrieves all channels.
- List Conversations by Customer ContactRetrieves conversations using a customer’s email or phone number.
- List TagsRetrieves all tags.
- List TeamsRetrieves all teams.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Remove Tags from a ConversationRemoves tags from a conversation.
- Update a ConversationUpdates an existing conversation.
- Upload a FileUploads a file to a specific location or service.
- Watch ChannelsTriggers when there is a change in a channel.
- Watch TagsTriggers when tag changes occur.
- Watch TeamsTriggers when there are changes to a team.
- Watch UsersTriggers when there are changes to a user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cliniko and RichPanel 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 RichPanel.
Connect your Cliniko and RichPanel 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 Tags to a Conversation" in RichPanel. Cliniko has 6 triggers (including Watch Ended Appointments, Watch New Appointments, and Watch New Contacts); RichPanel has 24 actions (including Add Tags to a Conversation, Attach an Order to a Conversation, and Create a Conversation (Email Variant)). 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-RichPanel 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 RichPanel) 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 + RichPanel 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 RichPanel integration.
- Cliniko and RichPanel integration source code, module specs and credentials implementation.
- Our Cliniko and RichPanel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cliniko and RichPanel — 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
- RichPanel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library