Connect Assembly.com and Cliniko

Both apps 135Assembly.com 82Cliniko 53

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• Trigger
  Cancelled individual appointment

  Triggered when an individual appointment is cancelled.

• Trigger
  New cancelled attendee

  Triggered when an attendee is cancelled.

• Trigger
  New or updated attendee

  Triggered when an attendee is created or updated.

• Trigger
  New or updated business

  Triggered when a business is created or updated.

• Trigger
  New or updated communication

  Triggered when a communication is created or updated.

• Trigger
  New or updated contact

  Triggered when a contact is created or updated.

• Trigger
  New or updated daily availability

  Triggered when a daily availability is created or updated.

• Trigger
  New or updated group appointment

  Triggered when a group appointment is created or updated.

• Trigger
  New or updated individual appointment

  Triggered when an individual appointment is created or updated.

• Trigger
  New or updated invoice

  Triggered when an invoice is created or updated.

• Trigger
  New or updated patient

  Triggered when a patient is created or updated.

• Trigger
  New or updated patient case

  Triggered when a patient case is created or updated.

• Trigger
  New or updated practitioner

  Triggered when a practitioner is created or updated.

• Trigger
  New or updated treatment notes

  Triggered when treatment notes is created or updated.

• Trigger
  Patient added or removed for group appointment in date range

  Triggered when a patient is added or removed for a group appointment within the specified date range.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated patients

  A trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Action
  Archive patient

  Archives a patient. An error will occur if the patient is not found.

• Action
  Create contact

  Creates a new contact.

• Action
  Create patient

  Creates a new patient.

• Action
  Find Appointment by Patient Id

  Returns appointment details for the specified patient if the Patient ID exists.

• Action
  Find cancelled appointment

  Searches for a cancelled appointment. If no matching appointment is found, an error occurs.

• Action
  Find contact by email

  Returns details of the contact having the specified email address. An error occurs if zero or multiple are found.

• Action
  Find patient by email

  Returns details of the patient having the specified email address. An error occurs if zero or multiple are found.

• Action
  Find Patient by Email and Date of Birth

  Finds the single active patient whose email and date of birth both match, returning the patient ID and the match count.

• Action
  Get appointment

  Returns details of the specified appointment.

• Action
  Get appointments by practitioner ID

  Returns appointment details by practitioner ID.

• Action
  Get appointment type

  Returns details of the specified appointment type.

• Action
  Get appointment type billable item

  Returns details for a billable item.

• Action
  Get billable item

  Returns details of the specified billable item.

• Action
  Get business

  Returns details of the specified business.

• Action
  Get cancelled appointment

  Returns details of the specified cancelled appointment.

• Action
  Get contact

  Returns details of the specified contact.

• Action
  Get group appointment

  Returns details of the specified group appointment.

• Action
  Get group appointment attendees

  Returns attendee information for the specified group appointment.

• Action
  Get individual appointment attendees

  Returns attendee information for the specified individual appointment.

• Action
  Get invoice

  Returns details of the specified invoice.

• Action
  Get patient

  Returns details of the specified patient.

• Action
  Get patient attachment

  Returns a patient attachment from Cliniko, including its filename, file type and description.

• Action
  Get patient case

  Returns details of the specified patient case.

• Action
  Get patient referral source

  Returns the referral source for the specified patient.

• Action
  Get practitioner

  Returns details of the specified practitioner. An error occurs if not found.

• Action
  Get practitioner availabilities

  Returns availability information for the specified practitioner.

• Action
  List Appointments in Date Range

  Returns every individual appointment that starts within a given time window, with the total count.

• Action
  List invoices for patient case

  Emits all invoice IDs for the specified patient case.

• Action
  List Patients

  Returns Cliniko patients, optionally filtered (e.g. updated after a date) and sorted, with the total count.

• Action
  Two-way sync add or update a contact

  An action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Two-way sync add or update a patient

  An action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Update contact

  Updates a contact.

• Action
  Update patient

  Updates a patient.

• Action
  Update patient custom field

  Updates the value of the specified custom field for the specified patient.

• Action
  Update patient referral

  Sets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).

• Action
  Upload patient attachment

  Uploads a file, such as a PDF, to a patient's record in Cliniko as an attachment.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.