What you can build
The Cliento API connects Cliento to the other systems a business runs on. These are the integrations businesses ask for most.
| You want to | Typical systems |
|---|---|
| Keep customers and their visits in your CRM | Salesforce, HubSpot, Pipedrive |
| Send the right message at the right time | Mailchimp, Klaviyo, Brevo |
| Get sales into the books without retyping | Fortnox, Visma, Business Central |
| Sell gift cards in your web shop | Shopify, WooCommerce |
| See every location in one report | Power BI, Looker Studio, a data warehouse |
| Put bookings in your own app | A members' app, a customer portal |
| Connect a system you built yourself | Membership, records, payroll, access control |
| Answer the phone knowing who is calling | A telephony platform, an AI receptionist |
| Automate without writing code | Zapier, Make, n8n |
CRM and sales
Salesforce, HubSpot, Pipedrive.
- One customer record, in both systems. Create and update customers from the CRM, and
bring customers created in Cliento back. Store the CRM's own id on the Cliento customer as
externalReference, and look the customer up by it later. - Visits on the contact's timeline. Show each booking as an activity: what was booked, with whom, at which location, and whether the customer came.
- From lead to first booking. When a deal is won, book the first visit from the CRM.
- Follow-up on what did not happen. A cancelled visit or a no-show becomes a task for the account owner.
Marketing and loyalty
Mailchimp, Klaviyo, Brevo.
- Segments from what customers actually do: the services they book, how often they come, how long it has been since the last visit.
- Timed messages: a reminder to rebook six weeks after a haircut, a welcome series after a first visit, a birthday offer.
- Consent travels with the customer. Whether a customer accepts marketing is part of the customer record, so both systems agree on who may be contacted.
Accounting and ERP
Fortnox, Visma, Microsoft Dynamics 365 Business Central.
- Daily sales as accounting vouchers: revenue per VAT rate and payment method, posted to the right accounts.
- Gift cards as a liability: what was sold, what was redeemed and what is still outstanding.
- Invoices for business customers, created in the accounting system from what was sold in Cliento.
Web shop and gift cards
Shopify, WooCommerce, your own checkout.
- Sell a gift card online, redeem it in the salon. The web shop takes the payment and imports the card into Cliento, where it is redeemed like any other.
- Show the balance. Let a customer check what is left on a card from your own site.
- Products and stock in step between the shop and the point of sale.
Reporting and business intelligence
Power BI, Looker Studio, a data warehouse such as BigQuery or Snowflake.
- Every location in one model. A chain gets bookings, sales and customers from all its locations side by side.
- The measures a chain runs on: how full the calendar is, revenue per staff member, the share of customers who come back, no-shows.
- Cliento next to everything else: marketing spend, payroll, footfall.
Your own app or customer portal
A members' app, a customer portal, a page inside your intranet.
- A customer's upcoming and past visits, shown where they already sign in.
- Booking, rebooking and cancelling from your own interface.
- Staff tools: today's schedule in a format made for your business.
A public booking flow for anyone on the web is what the Widget API is for. The Cliento API is for systems acting on a business's behalf.
In-house systems
Whatever you have built or bought for your own trade.
- Membership and subscriptions. A member in your system is a customer in Cliento, and a visit counts against the membership.
- Records. A clinic's patient record or a workshop's vehicle history opens from the booking, and the booking from the record. A customer can be found by personal identity number, organisation number or a vehicle's registration number.
- Payroll and commission. Hours worked and sales per staff member, without a spreadsheet in between.
- Access and resources. A booked time opens a door, unlocks a locker or starts a machine for exactly that period.
Telephony and AI assistants
A cloud telephony platform, a contact centre, an AI receptionist.
- Know the caller. Look the customer up by phone number as the call arrives, and show the next booking before anyone answers.
- Book on the phone, without a person. An assistant finds a free time, books it and confirms, at any hour.
- Hand over cleanly. When a person takes the call, the customer and their bookings are already on screen.
Automation platforms
Zapier, Make, n8n.
For a connection that does not justify a project of its own: add each new customer to a spreadsheet, post to a channel when a gift card is sold, create a task when a customer has not been back for three months. The platform calls the API with a key, like any other client.
Starting one
Every integration starts the same way: create a key with the scopes it needs, and try the calls in a sandbox before pointing it at a live organisation.