Cliniko + Konnectify

Learn how to integrate and use Cliniko with Konnectify to automate clinic operations, patient management, appointments, invoicing, and healthcare workflows across your tools.

What is Cliniko?

Cliniko is a cloud-based practice management software designed for healthcare professionals and clinics. It helps businesses manage patient records, appointments, invoices, treatment notes, products, practitioners, and communications from a unified platform. Cliniko enables clinics to streamline scheduling, billing, patient documentation, and day-to-day operational workflows efficiently.

Why integrate Cliniko via Konnectify?

By integrating Cliniko with Konnectify, you can automate healthcare and clinic workflows without writing code.

Konnectify allows Cliniko to connect with your CRM, marketing tools, accounting systems, internal databases, and other business applications so that patient data, appointments, invoices, products, and alerts flow automatically between systems.

This ensures improved operational efficiency, reduced manual data entry, faster patient communication, and better data accuracy across systems.

What You Can Do with Cliniko in Konnectify?

When Cliniko is connected to Konnectify, you can build powerful automations such as:

• Automatically create patients or contacts from form submissions or CRM updates
• Create or update appointments based on external booking systems
• Sync invoices with accounting platforms
• Trigger notifications when appointments are created or updated
• Automatically create medical alerts for specific patient conditions
• Sync product inventory updates with external inventory systems
• Store patient or appointment data in Google Sheets or databases for reporting
• Create treatment notes automatically using predefined templates
• Trigger workflows when availability blocks are created or updated

These automations help reduce manual administrative work, improve patient experience, and maintain consistent healthcare records across systems.

Konnectify uses the Cliniko API to securely interact with your Cliniko account. The API allows external platforms to create, read, update, and manage patients, appointments, invoices, products, practitioners, and other clinic data programmatically.

• Create and update patients and contacts
• Manage individual and group appointments
• Create and update invoices
• Manage products and inventory
• Create and retrieve treatment notes
• Manage availability blocks
• Retrieve practitioner and business information
• Access communication records

Cliniko supports API authentication using:

• API Key (recommended)
• Basic authentication (API key with account details)

You can generate your API key from your Cliniko account settings and use it while creating the connection in Konnectify.

• API access depends on your Cliniko subscription plan
• Certain fields (like patient details and appointment types) may be mandatory
• Rate limits apply based on your subscription
• Practitioner, appointment type, and template IDs must match your Cliniko account configuration
• Proper permissions are required to access patient and financial data

For detailed API references, request/response parameters, and examples, refer to the official Cliniko API documentation.

Before creating the workflow, ensure you have:

• A valid Cliniko account
• A Cliniko API Key
• Access to the Konnectify platform
• Required admin or API permissions in Cliniko
• Permission to create/manage connections in Konnectify

Step 1: Connect Cliniko in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Cliniko
4. Enter:
   • Connection Name (e.g., my cliniko connection – This name is for reference only and helps distinguish between multiple Cliniko connections within Konnectify)
   • API Key
     Enter your Cliniko API key exactly as generated from your Cliniko account settings.
5. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Cliniko, Webhook, Google Forms, CRM, etc.)
3. Select the required trigger event (for example: New Patient, New Invoice, Individual Appointment Created, etc.)
4. Choose the Cliniko connection you created and click Continue

Step 3: Add and Configure Cliniko Action

1. Click Action
2. Select Cliniko
3. Choose an action (for example: Create Patient, Create Individual Appointment, Create Medical Alert, etc.)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Patient details
   • Appointment type
   • Invoice details
   • Product information
   • Practitioner ID, etc.

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger/action output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from Cliniko

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in Cliniko

Automatically Create Patients from Forms

Trigger: Form Submission / CRM Event • Action: Create Patient in Cliniko

Use case: Automatically create a new patient record when a patient fills out an online registration form.

• Eliminates manual data entry
• Reduces registration errors
• Improves front-desk efficiency

Send Notifications for New Appointments

Trigger: Individual Appointment Created or Group Appointment Created • Action: Send notification (Slack, Email, SMS, etc.)

Use case: Notify staff when a new appointment is booked in Cliniko.

• Faster response and preparation
• Improved team coordination
• Reduced scheduling confusion

Sync Invoices with Accounting Systems

Trigger: New Invoice or Updated Invoice • Action: Create or Update Invoice in accounting software

Use case: Automatically sync Cliniko invoices with accounting platforms.

• Accurate financial tracking
• Reduced manual bookkeeping
• Real-time revenue reporting

Create Medical Alerts Automatically

Trigger: New Patient or Updated Patient • Action: Create Medical Alert

Use case: Automatically create alerts when certain medical conditions are recorded.

• Improved patient safety
• Better practitioner awareness
• Reduced risk during treatment

Track Product Inventory Updates

Trigger: New Product or Updated Product • Action: Sync product data to inventory system

Use case: Keep external inventory systems updated when products are added or modified in Cliniko.

• Accurate stock tracking
• Improved inventory management
• Reduced stock discrepancies

Add Treatment Notes Automatically

Trigger: Appointment Updated • Action: Create Treatment Note

Use case: Automatically generate treatment notes using templates after appointments.

• Saves practitioner time
• Ensures documentation consistency
• Improves compliance and record keeping

Manage Availability Blocks Across Systems

Trigger: New Availability Block or Updated Availability Block • Action: Update calendar system

Use case: Sync practitioner availability blocks with external calendar systems.

• Prevents double bookings
• Improves schedule accuracy
• Reduces administrative overhead

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