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Connect Cliniko to Microsoft Teams

Use 3 documented Cliniko triggers to run 12 documented Microsoft Teams actions.

3 source triggers
12 target actions
Reverse direction supported

Why Connect Cliniko & Microsoft Teams?

Start with a Cliniko event

Choose from 3 documented triggers, including New Appointment Updated, New Booking Created, New Contact Created.

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Cliniko

Triggers (3)

New Appointment Updated

Emit new event when an appointment is updated in Cliniko.

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New Booking Created

Emit new event when a booking is created in Cliniko.

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New Contact Created

Emit new event when a contact is created in Cliniko.

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Actions (1)

Get Patient

Get the details of a patient by patient ID.

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

3 documented Cliniko triggers
12 documented Microsoft Teams actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Teams to Cliniko direction

Capability Examples

Cliniko trigger → Microsoft Teams action

Catalog example
ClinikoCliniko

New Appointment Updated

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → Cliniko action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

ClinikoCliniko

Get Patient

How It Works

1

Connect Apps

Authenticate your Cliniko and Microsoft Teams accounts

2

Choose a Trigger

Select a documented Cliniko event

3

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Cliniko triggers.

Automated Actions

Run one of 12 documented Microsoft Teams actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Microsoft Teams to Cliniko for bidirectional automation

View Integration
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All Cliniko Integrations

Explore all available Cliniko connections

View All Integrations
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

View All Integrations

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