Clinicorp
Read and write data in Clinicorp, the dental and clinic management platform. Query estimates (orçamentos), patients, appointments (agenda), financial reports, payments, sales and conversion, procedures, professionals, clinics, CRM leads, analytics and goals; and create patients, appointments, CRM leads and purchase orders. Conventions: dates are sent as YYYY-MM-DD and times as 24-hour HH:mm; IDs (clinic, professional, status) must come from the matching list operation, never invented; the Subscriber ID is read automatically from the credential, so it is never an input. To book an appointment, first read availability (Clinic > Get Available Times, or Appointment > Get Available Times when using a booking Code Link), then call Appointment > Create with that exact slot. Usable as an AI Agent tool.
Actions47
- Analytics Actions
- Appointment Actions
- Clinic Actions
- CRM Actions
- Estimate Actions
- File Actions
- Financial Actions
- Group Actions
- Migration Actions
- Operational Actions
- Patient Actions
- Payment Actions
- Procedure Actions
- Product Actions
- Professional Actions
- Sales Actions
- User Actions
Sales → Get Estimates And Conversion
AI-generatedSummary
Retrieves estimates and conversion metrics for one clinic over a date range, optionally grouped by month. It sends a read-only request to Clinicorp’s sales estimates-and-conversion endpoint.
Inputs
- From Date (required) — Start of the reporting range; only the YYYY-MM-DD date is sent.
- To Date (required) — End of the reporting range; only the YYYY-MM-DD date is sent.
- Clinic Name or ID (required) — Clinic to report on. Select a clinic from the loaded list or provide its ID.
- Group By (required) — Choose Month to aggregate results by month across the range, or None for ungrouped results. Defaults to Month.
Output shape
A single response object, or multiple output items if Clinicorp returns an array.
Returns Clinicorp’s report of estimate totals by status, including counts, total values, average ticket, and conversion rate. The Subscriber ID is read from the required Clinicorp credential.