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Clever Ops - AI Business Automation Australia
Cliniko + Make

Bridge Industry Tools and Automation - Connect Cliniko to Make

Connect Cliniko to Make with a purpose-built integration. Real-time sync, error handling, and retry logic included - deployed within 2 weeks by our experienced team.

8+ hours/week
Saved weekly
7+
Cliniko fields
250+
Total hours saved
One-way
Sync direction

Why Connect Cliniko to Make?

No single source of truth when patients live in two disconnected tools, so staff second-guess which system has the correct information

Client engagement details in Cliniko and time-tracking data in Make do not align, making billing inaccurate

New team members take longer to onboard because they must learn manual workarounds to keep Cliniko and Make aligned

Reporting across Cliniko and Make requires painful manual exports and spreadsheet merges

Cliniko uses a REST API while Make uses REST + Webhook, requiring careful middleware to translate data formats between the two platforms

Manually copying data between Cliniko and Make wastes hours every week that could be spent on revenue-generating work

Cliniko limitations compound the integration challenge: marketing and patient recall features are limited, often requiring integration with Mailchimp or similar for targeted campaigns

Make adds complexity: steeper learning curve than Zapier, particularly for non-technical users unfamiliar with the concepts of routers, iterators, and data mapping

How We Help

Australian mid-market businesses lose hours every week copying patients and appointments between Cliniko and Make. Clever Ops builds a custom integration that automates this entire workflow, so your team can redirect that time to higher-value tasks. On the technical side, Cliniko uses a REST API with API key authentication, which our team handles as part of the build.

Amplify Cliniko Strengths

Cliniko excels because purpose-built for allied health with patient records, treatment notes, telehealth, and Medicare/DVA claiming built into the workflow. Connecting it to Make ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Eliminate Manual Data Entry

Stop copying data between Cliniko and Make by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unlock Make Value

Make stands out because visual scenario builder with a node-based interface is more intuitive for complex multi-step workflows than Zapier linear approach. Integrating it with Cliniko means your team gets this benefit with complete, accurate data flowing in automatically.

Scalable Without Extra Headcount

As your data volume grows, the integration scales with you. No need to hire additional admin staff to keep Cliniko and Make in sync, even as your business doubles.

Cliniko to Make Use Cases

1

Automated error handling and retry for Cliniko/Make sync

When a sync between Cliniko and Make fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Cliniko and Make

ClinikoMakeNotes
Cliniko TimestampsMake Audit LogCreated and modified timestamps preserved for sync conflict resolution and compliance
Cliniko Owner/AssigneeMake Owner/AssigneeRecord ownership mapped between platforms using email address as the matching key
Cliniko Record IDsMake External ReferencesCross-reference identifiers stored on both records for bidirectional lookups and deduplication
Cliniko PractitionersMake Custom FieldsPractitioners data from Cliniko stored in Make custom fields for reference
Cliniko AppointmentsMake Custom FieldsAppointments data from Cliniko stored in Make custom fields for reference
Cliniko InvoicesMake Custom FieldsInvoices data from Cliniko stored in Make custom fields for reference
Cliniko TreatmentsMake Custom FieldsTreatments data from Cliniko stored in Make custom fields for reference
Cliniko PatientsMake Custom FieldsPatients data from Cliniko stored in Make custom fields for reference

Cliniko + Make Integration FAQ

The most common data objects synced between Cliniko and Make include patients, appointments, invoices. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.

Yes. We have built integrations for Healthcare & Allied Health businesses that rely on both Cliniko and Make. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.

Yes. All data is transferred over encrypted connections (TLS/SSL). We follow least-privilege API access, never store credentials in plain text, and log all sync activity for audit purposes. For Australian businesses with compliance requirements, we can implement additional safeguards.

Yes. Clever Ops has helped Professional Services businesses connect Cliniko to Make as part of their automation strategy. Each industry has unique data flows and compliance needs, and we tailor the integration accordingly. Based in Gippsland, Victoria, we understand the Australian market deeply.

Integration pricing depends on complexity, including the number of data objects synced (patients, appointments, invoices), sync direction, custom business rules, and volume. Most Cliniko to Make integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

We map industry tools data like patients and appointments from Cliniko to the corresponding automation structures in Make. Our team handles data transformation, validation, and conflict resolution between the two system types.

We use a combination of direct REST API connections and automation platforms like Make, Zapier, or n8n, depending on your requirements and budget. For complex workflows, we build custom middleware. The right approach depends on your volume, sync frequency, and business rules.

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