Cliniko for workflows

Overview

The Cliniko Integration enables healthcare providers to seamlessly connect their practice management system with their marketing and automation engine. This app bridges Cliniko and CRM, allowing clinics to automate patient communication, synchronize appointment data, and streamline operational workflows without manual effort.

Designed specifically for healthcare and allied health businesses, this integration ensures that clinical operations and marketing systems work together in real time.

Core Features

Two-Way Patient Sync
Automatically sync patient records between Cliniko and workflows. Keep contact information, updates, and status changes aligned across both systems to prevent duplication and inconsistencies.

Appointment Synchronization
Pull appointment data from Cliniko into workflows to trigger automations based on booking events such as new appointments, cancellations, reschedules, and completed visits.

Workflow Automation Triggers
Use real-time Cliniko events to activate automation workflows, including:

• Appointment reminders

• Missed appointment follow-ups

• Reactivation campaigns

• Post-visit feedback requests

• Care plan nurture sequences

Invoice and Payment Status Triggers
Trigger automation sequences when invoices are created or marked as paid. This allows for payment confirmations, outstanding balance reminders, and financial reporting workflows.

Practitioner and Location Mapping
Map practitioners and clinic locations to specific pipelines, calendars, or automation paths inside workflows for multi-location or multi-provider practices.

Technical Capabilities

Secure API-Based Integration
The app connects using Cliniko’s official REST API with secure authentication via API keys. All data transmission occurs over encrypted HTTPS connections.

Real-Time Event Processing
Supports webhook-based updates for immediate synchronization of appointments and patient records.

Custom Field Mapping
Flexible field mapping allows clinics to align Cliniko data structures with custom fields inside CRM.

Scalable Architecture
Built to support single-provider practices as well as multi-location clinics with high appointment volumes.

Ideal Use Cases

Patient Retention Automation
Automatically enroll patients into reactivation campaigns based on appointment history or inactivity periods.

Operational Efficiency
Reduce manual administrative work by eliminating duplicate data entry between systems.

Improved Patient Communication
Deliver timely SMS and email reminders driven directly by Cliniko appointment events.

Revenue Optimization
Use billing and payment triggers to automate follow-ups and reduce outstanding receivables.

Getting Started

1. Generate Your Cliniko API Key

Log in to Cliniko.
Click My Info (bottom left) → Manage API Keys.
Create a new API key and copy it — you’ll need this in the next step.

2. Create Your Universal Plugins Account

Go to Universal Plugins and create a free account.
Once logged in, navigate to Integrations and select Cliniko.

3. Connect Cliniko

Click Connect on the Cliniko integration.
Paste your API key and click Connect.
Setup your actions and triggers

Security and Compliance

• Secure API authentication via user-generated API keys

• Encrypted data transmission

• No access to clinical data beyond authorized API scope

• Designed to support healthcare privacy best practices