STEP 1
Connect Charla and CharmHealth
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Charla and CharmHealth Integration
Keep Charla and CharmHealth in sync by integrating their events and actions. When support events happen in Charla, update the CharmHealth automatically - without any line of code in visual workflow builder.
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Learn about Charla and CharmHealth
Detailed info you need to know about Charla and CharmHealth integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [6]
How to connect Charla to CharmHealth
Set up your Charla and CharmHealth integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charla and CharmHealth nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Charla and CharmHealth. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charla and CharmHealth work in WEXTL?
WEXTL exposes actions and triggers for Charla and CharmHealth that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Charla triggersCharmHealth actions
Charla modules
- Create a ContactCreates a new contact.
- Create an ArticleCreates a new article.
- Delete an ArticleDeletes a single article by ID.
- Get a ContactRetrieves a single contact's details.
- Get an ArticleRetrieves a single article's details.
- List ArticlesRetrieves a list of articles.
- List ContactsRetrieves a list of contacts.
- List ConversationsRetrieves a list of conversations.
- Make an API CallPerforms an arbitrary authorized API call.
- Watch ArticlesTriggers when a new article is published.
- Watch ContactsTriggers when a new contact is created.
- Watch MessagesTriggers when a new message is received.
CharmHealth modules
- Get a Care PlanRetrieves a specific care plan.
- Get a Care TeamRetrieves a specific care team.
- Get a Diagnostic ReportRetrieves a specific diagnostic report.
- Get a PatientRetrieves a specific patient.
- Get a PractitionerRetrieves a specific practitioner.
- Get a ProcedureRetrieves a specific procedure.
- Get a Questionnaire ResponseRetrieves a specific questionnaire response.
- Get an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- List AppointmentsRetrieves a list of appointments.
- List Care PlansRetrieves a list of care plans.
- List Care TeamsRetrieves a list of care teams.
- List Diagnostic ReportsRetrieves a list of diagnostic reports.
- List EncountersRetrieves a list of encounters.
- List PatientsRetrieves a list of patients.
- List PractitionersRetrieves a list of practitioners.
- List ProceduresRetrieves a list of procedures.
- List Questionnaire ResponsesRetrieves a list of questionnaire responses.
- Make an API CallPerforms an arbitrary authorized API request.
- Watch AppointmentsTriggers when a new appointment is created.
- Watch Diagnostic ReportsTriggers when a new diagnostic report is available.
- Watch EncountersTriggers when a new encounter is created.
- Watch PatientsTriggers when there is new activity or changes related to patients.
- Watch ProceduresTriggers when new procedures are created or modified.
- Watch Questionnaire ResponsesTriggers when new questionnaire responses are submitted.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charla and CharmHealth integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Charla and CharmHealth.
Connect your Charla and CharmHealth accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Charla's "Watch Articles" fires, WEXTL can "Get a Care Plan" in CharmHealth. Charla has 3 triggers (including Watch Articles, Watch Contacts, and Watch Messages); CharmHealth has 19 actions (including Get a Care Plan, Get a Care Team, and Get a Diagnostic Report). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Charla-to-CharmHealth automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Charla (or CharmHealth) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Charla + CharmHealth automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Charla and CharmHealth integration.
- Charla and CharmHealth integration source code, module specs and credentials implementation.
- Our Charla and CharmHealth integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charla and CharmHealth — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Charla integration information
- CharmHealth integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library