Connect ClinikotoSalesforce
Build HIPAA-compliant automations that sync data across your Cliniko and Salesforce with AI.


500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
























Discover popular templates with Cliniko and Salesforce integration
Show more
Build yourClinikoandSalesforceautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions

Cliniko
Individual appointment created
Gets triggered when there are new individual appointments
trigger
Individual appointment updated
Gets triggered when there are individual appointments updates
trigger
Treatment note updated
Triggers when a treatment note is updated
trigger
Individual appointment cancelled
Gets triggered when individual appointments gets cancelled
trigger
Get treatment notes
Retrieves a list of treatment notes
action
Get settings
Gets the settings
action
Get bookings
Retrieves a list of bookings
action
Create patient
Creates a patient
action
Get individual appointments
Retrieves a list of individual appointments
action
Get patients
Retrieves a list of patients
action
Archive individual appointment
Archives an individual appointment
action
Update individual appointment
Updates an individual appointment
action
Get patient forms
Retrieves patient forms
action
Get businesses
Retrieves a list of businesses
action
Get appointment types
Retrieves a list of appointment types
action
Get patient
Retrieves a patient
action
Get practitioners
Retrieves a list of practitioners
action
Create individual appointment
Creates an individual appointment
action
Get unavailable blocks
Retrieves a list of unavailable blocks
action

Salesforce
Field updates
Notifies when a field is getting updated
trigger
New or updated object
Notifies when a new object is created or an existing object is updated
trigger
New object
Notifies when a new object is created
trigger
Get user description
Gets user description
action
Update lead
Updates a Salesforce lead
action
Get lead statuses
Retrieves lead status values, optionally filtered by converted status
action
Get account descirption
Gets account description
action
Get account
Gets account by ID
action
Get fields
Gets the fields of a Salesforce object
action
Create clinical encounter
Creates a clinical encounter
action
Create account
Creates an account
action
Search
Searches for content across your records with flexible matching that finds results even with partial or formatted text
action
Get service resource
Gets details of a service resource
action
Convert lead to account
Converts a Salesforce lead into another object
action
Update event
Updates a Salesforce calendar event
action
Update clinical encounter
Updates a clinical encounter
action
Get editable fields
Gets the editable fields for a lead object
action
Get group
Gets group by ID
action
Get users
Gets all available users for owner assignment
action
Get field updates
Gets updates of a field
action
Get accounts
Gets accounts
action
Update account
Updates an account
action
Get groups
Gets all available groups for owner assignment
action
Get objects
Gets Salesforce objects (system fields only)
action
Get lead
Retrieves a Salesforce lead by its ID
action
Create lead
Creates a Salesforce lead
action
Create opportunity
Creates an opportunity, which is a sale or pending deal
action
Get user
Gets user by ID
action
Search by field
Searches for exact matches in specific fields, best for finding precise values and includes spell correction to handle typos
action
Get new or updated object
Gets new or updated object
action
Get events
Retrieves a list events
action
Update opportunity
Updates a Salesforce opportunity
action
Get leads
Retrieves a list of up to 200 leads, optionally filtered by the lead's email
action
Get group description
Gets group description
action
Create event
Creates a Salesforce calendar event
action
Show more
Not seeing a component? Request a new one.
Build your Cliniko and Salesforce automation with AI
Cliniko is a practice management software designed for health practitioners, offering features like appointment scheduling, patient records, billing, and telehealth services.
Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales, customer service, marketing automation, analytics, and application development.
FAQ
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.







.png)

