STEP 1
Connect Charla and Phorest
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 Phorest Integration
Keep Charla and Phorest in sync by integrating their events and actions. When support events happen in Charla, update the Phorest automatically - without any line of code in visual workflow builder.
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Learn about Charla and Phorest
Detailed info you need to know about Charla and Phorest integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Charla to Phorest
Set up your Charla and Phorest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charla and Phorest 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 Phorest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charla and Phorest work in WEXTL?
WEXTL exposes actions and triggers for Charla and Phorest 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 triggersPhorest 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.
Phorest modules
- Activate a BookingActivates an existing booking.
- Cancel a BookingCancels an existing booking.
- Cancel AppointmentsCancels a single or multiple appointments.
- Check In an AppointmentChecks in a selected appointment.
- Confirm AppointmentsConfirms a single or multiple appointments.
- Create a BookingCreates a new booking.
- Create a Booking NoteCreates a note for a booking.
- Create a ClientCreates a new client.
- Create a LeadCreates a new lead in the system.
- Get a ClientRetrieves a client by ID.
- Get an AppointmentRetrieves a single appointment.
- List LeadsRetrieves a list of leads.
- Perform an API CallPerforms an arbitrary authorized API call.
- Search AppointmentsSearches for appointments.
- Search ClientsSearches for clients in the database and returns matching results.
- Update a ClientUpdates an existing client.
- Update an Appointment NoteUpdates a note for an appointment.
- Watch AppointmentsTriggers when there are changes to appointments.
- Watch ClientsTriggers when a new client is created.
- Watch LeadsTriggers when new leads are created.
- Watch Updated ClientsTriggers when a client is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charla and Phorest 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 Phorest.
Connect your Charla and Phorest 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 "Activate a Booking" in Phorest. Charla has 3 triggers (including Watch Articles, Watch Contacts, and Watch Messages); Phorest has 17 actions (including Activate a Booking, Cancel a Booking, and Cancel Appointments). 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-Phorest 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 Phorest) 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 + Phorest 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 Phorest integration.
- Charla and Phorest integration source code, module specs and credentials implementation.
- Our Charla and Phorest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charla and Phorest — 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
- Phorest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library