Cliniko

Cliniko + Konnectify

Cliniko Integration with Konnectify

Connect to Cliniko to manage patients and contacts—then automate medical, scheduling, and patient operations workflows across your stack.

Contacts Patients Appointments Availability Products Invoices Medical Alerts Treatment Notes Practitioners Business Locations Communications 14 Triggers 29 Actions

ON THIS PAGE

→ What is Cliniko? → API & Authentication → How to connect → Triggers (14) → Actions (29) → Popular automations → FAQ

What is Cliniko?

Cliniko is practice management software for clinics, helping teams manage patients, appointments, notes, invoices, and day-to-day scheduling. Connecting Cliniko with Konnectify lets you automatically sync patient and appointment events to other tools, reduce manual data entry, and keep clinical operations consistent across systems.

New to Cliniko?

Create your Cliniko account, set up your business location(s), and generate an API key for integrations.

Visit Cliniko →

New to Konnectify?

Build workflows with triggers, actions, and data mapping—then monitor runs and handle errors from one place.

Create a Konnectify account →

What you can automate

Create or update Patients/Contacts from external forms or CRMs
Sync new & updated Appointments to calendars or internal systems
Manage Availability Blocks to keep schedules accurate

Keep inventory Products consistent across tools
Find and reconcile Invoices for billing workflows
Create Medical Alerts and Treatment Notes programmatically

API & Authentication

Authentication method: API key (credentials)

Konnectify connects to Cliniko using your Cliniko API Key and an Email address for User-Agent identification, plus your Region (Cliniko data center). Store credentials in Konnectify Connections and reuse them across workflows.

What this integration can access

Patients & Contacts (create, update, find, delete)
Appointments (individual & group)
Availability blocks for practitioners/businesses
Inventory products (create, update, find)
Invoices & communications lookup

Clinical workflow support

Medical alerts (create, update, find, list by patient)
Treatment notes (create via template, find)
Business locations (create, update, find)
Practitioners lookup

Rate limits & plan considerations

Cliniko API usage may be subject to rate limits and account-level permissions. If you notice throttling or intermittent failures, reduce polling frequency, add delays/retries in your workflow, or split high-volume automations across multiple workflows.

Reference: Cliniko API documentation https://docs.cliniko.com/

How to connect Cliniko to Konnectify

Prerequisites

A Cliniko account with API access enabled
Your Cliniko API Key
The Email you want used for User-Agent identification
Your Cliniko Region (AU1/AU2/AU3/AU4/AU5, CA1, UK1/UK2/UK3, EU1)

Add Cliniko to a Workflow

In Konnectify, open Workflows and create (or open) a workflow.
Click Add step and select Cliniko.

Authorize via API key (credentials)

Choose (or create) a Cliniko Connection.
Enter your API Key, Email, and select your Region.
Save the connection to reuse it across workflows.

Configure the Trigger or Action

Select a trigger (e.g., New Patient) or an action (e.g., Create Appointment).
Map required fields using outputs from previous steps.
For “Find” steps, choose the identifier you want to search by (ID, Email, URL, etc.).

Important Double-check region selection and identifier fields (ID vs API URL vs email). Using the wrong identifier is the most common reason “Find” steps return no results.

Test the Workflow

Run a test with sample data (or wait for the next polling cycle for trigger tests).
Review step outputs to confirm field mapping and IDs.

Activate the Workflow

Turn your workflow On.
Monitor the first few runs to confirm everything behaves as expected.

Triggers 14

This integration includes 14 polling triggers. Konnectify checks Cliniko at a regular interval and triggers your workflow when it detects new or updated records.

Products 2 triggers

New Product

This trigger fires whenever a new product is added to the inventory in Cliniko.

Updated Product

This trigger fires whenever an existing product is updated in Cliniko.

Patients & Contacts 4 triggers

New Patient

This trigger fires whenever a new patient is added in Cliniko.

Updated Patient

This trigger fires whenever an existing patient is updated in Cliniko.

New Contact

This trigger fires whenever a new contact (patient) is added in Cliniko.

Updated Contact

This trigger fires whenever an existing contact (patient) is updated in Cliniko.

Appointments 4 triggers

Group Appointment Created

This trigger fires whenever a new group appointment is created in Cliniko.

Group Appointment Updated

This trigger fires whenever an existing group appointment is updated in Cliniko.

Individual Appointment Created

This trigger fires whenever a new individual appointment is created in Cliniko.

Individual Appointment Updated

This trigger fires whenever an existing individual appointment is updated in Cliniko.

Availability Blocks 2 triggers

New Availability Block

This trigger fires whenever a new availability block is created in Cliniko.

Updated Availability Block

This trigger fires whenever an availability block is updated in Cliniko.

Invoices 2 triggers

New Invoice

This trigger fires whenever a new invoice is created in Cliniko.

Updated Invoice

This trigger fires whenever an existing invoice is updated in Cliniko.

Actions 29

Use actions to create, update, find, list, and delete Cliniko records as part of your workflows.

Medical Alerts 4 actions

Create Medical Alert

Creates a new medical alert record associated with a specific patient.

Update Medical Alert

Updates an existing medical alert using the provided ID.

Find Medical Alert

Retrieve for a medical alert using its ID or API URL.

List Medical Alert By Patient

Retrieve all medical alerts associated with a specific patient ID.

Contacts & Patients 8 actions

Create Contact

Creates a new contact (patient) in Cliniko.

Update Contact

Updates an existing contact in Cliniko using their ID.

Find Contact

Search for a contact using their ID or Email address.

Delete Contact

Permanently removes a contact from Cliniko.

Create Patient

Creates a new patient record in Cliniko.

Update Patient

Updates an existing patient record in Cliniko.

Find Patient

Search for a patient using their ID or Email address.

Delete Patient

Permanently removes a patient from Cliniko.

Appointments 6 actions

Create Individual Appointment

Creates a new standard appointment for a single patient.

Update Individual Appointment

Updates details of an existing individual appointment.

Create Group Appointment

Creates a new group appointment which can host multiple attendees.

Update Group Appointment

Updates details of an existing group appointment.

Find Appointment

Search for either an individual or group appointment by ID.

Find Appointment Type

Search for an appointment type by ID or URL.

Availability Blocks 3 actions

Create Availability Block

Creates a new availability block (break or unavailable time) for a practitioner.

List Availability Block ID's

Retrieves a list of all availability block ID's associated with a specific Practitioner or Business.

Get Availability Block

Retrieve details of a specific availability block using its ID.

Treatment Notes 2 actions

Create Treatment Note

Creates a new treatment note for a patient using a specific template.

Find Treatment Note

Search for a treatment note using ID, Patient ID, Appointment ID, etc.

Products 3 actions

Create Product

Creates a new inventory product in Cliniko.

Update Product

Updates details of an existing product in Cliniko.

Find Product

Search for a product using its ID, Name, or Item Code.

Invoices & Communications 2 actions

Find Invoice

Search for an invoice using its ID or Invoice Number.

Find Communication

Search for a specific communication record (SMS, Email, etc.) by its ID.

Practitioners & Businesses 4 actions

Find Practitioner

Search for a practitioner using their ID or Email address.

Find Business

Search for a business using its ID or API URL.

Create Business

Creates a new business record in Cliniko.

Update Business

Updates details of an existing business location.

Popular automations

Examples of real-world Cliniko workflows you can build with Konnectify.

Enrich new patients with medical alerts

When a new patient is created, automatically attach a standard medical alert (e.g., consent reminders or care instructions) based on your intake rules.

New Patient → Create Medical Alert

Create a treatment note when an appointment is created

When an individual appointment is created, generate a treatment note using a chosen template to standardize documentation.

Individual Appointment Created → Create Treatment Note

Keep product details consistent

When an inventory product is updated in Cliniko, locate the product by item code or name in downstream systems and update the matching record.

Updated Product → Find Product → Update Product

Invoice reconciliation and follow-up

When an invoice is updated, automatically fetch the invoice by ID or invoice number for reconciliation, reporting, or payment follow-up steps.

Updated Invoice → Find Invoice

FAQ

How does authentication work for Cliniko in Konnectify?

Cliniko uses API key credentials. In your Konnectify Connection, you provide your Cliniko API Key, an Email for User-Agent identification, and the correct Cliniko Region (data center). Konnectify uses these credentials to make API requests on your behalf.

Which Cliniko plans are supported?

Any Cliniko plan that provides API access and permissions for the objects you’re automating should work. If a step fails with permissions errors, verify the API key’s access and your account role in Cliniko.

Are Cliniko triggers instant?

No—Cliniko triggers in this integration are polling-based. Konnectify checks for new/updated records on a schedule. If you need faster response times, reduce the polling interval (within your plan and API limits).

How can I prevent duplicates?

This connector doesn’t include a dedicated “Upsert” action. To prevent duplicates, use a Find step first (e.g., Find Patient/Contact by email or ID), then branch: Update if found, otherwise Create. For appointment flows, store and reuse Cliniko IDs from the first successful creation.

What happens if Cliniko rate limits my workflow?

If Cliniko throttles requests, you may see temporary failures. Recommended mitigations: reduce trigger polling frequency, add delays between API-heavy steps, enable retries where available, and split high-volume processes into separate workflows. Also ensure you’re using the correct Region to avoid repeated failed requests.

Can I connect multiple Cliniko accounts or regions?

Yes. Create multiple Cliniko Connections in Konnectify—each with its own API Key, Email, and Region. Then select the appropriate connection per workflow (or per step, depending on your design).

What’s the difference between Contacts and Patients in this connector?

In Cliniko, “contacts” are often used to represent patients (and related people). This integration exposes both sets of endpoints as separate actions/triggers. If your workflow uses email matching, pick one model consistently (Contact or Patient) to avoid creating parallel records.

Ready to automate your Cliniko workflows?

Connect Cliniko to Konnectify to streamline scheduling, patient operations, inventory, and billing processes.

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