STEP 1
Connect CharmHealth and Chatwoot
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
CharmHealth and Chatwoot Integration
Build support workflows between CharmHealth and Chatwoot on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about CharmHealth and Chatwoot
Detailed info you need to know about CharmHealth and Chatwoot integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
How to connect CharmHealth to Chatwoot
Set up your CharmHealth and Chatwoot integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Chatwoot 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 CharmHealth and Chatwoot. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Chatwoot work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Chatwoot 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.
CharmHealth triggersChatwoot actions
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 an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- 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.
- 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.
Chatwoot modules
- Add an Agent to an InboxAdds an agent to a specified inbox.
- Assign a ConversationAssigns a team or a member to a conversation.
- Create a ContactCreates a new contact.
- Create a ConversationCreates a new conversation.
- Create a MessageCreates a new message in the system.
- Create an InboxCreates a new inbox.
- Create a UserCreates a new account user.
- Delete a ContactDeletes a single contact.
- Delete a MessageDeletes a single message from a conversation by ID.
- Get a ContactRetrieves a single contact.
- Get a ConversationRetrieves a single conversation.
- Get an Account ReportReturns an account report for a specific metric.
- Get an InboxRetrieves a single inbox's details.
- Label a ConversationAdds labels to a conversation.
- List Contact ConversationsRetrieves a list of conversations for a contact.
- List ContactsRetrieves a list of contacts from an account.
- List InboxesRetrieves a list of inboxes.
- List MessagesRetrieves a list of messages from a specified conversation.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search ConversationsSearches for conversations.
- Update a ContactUpdates an existing contact.
- Update a ConversationUpdates an existing conversation.
- Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
- Update a Conversation PriorityUpdates an existing conversation priority in a given service.
- Update a Conversation StatusUpdates an existing conversation status.
- Update an InboxUpdates an existing inbox by ID.
- Watch EventsTriggers when a specific event occurs.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Chatwoot integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting CharmHealth and Chatwoot.
Connect your CharmHealth and Chatwoot 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 CharmHealth's "Watch Appointments" fires, WEXTL can "Add an Agent to an Inbox" in Chatwoot. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Chatwoot has 27 actions (including Add an Agent to an Inbox, Assign a Conversation, and Create a Contact). 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. CharmHealth-to-Chatwoot 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 CharmHealth (or Chatwoot) 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 CharmHealth + Chatwoot 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 CharmHealth and Chatwoot integration.
- CharmHealth and Chatwoot integration source code, module specs and credentials implementation.
- Our CharmHealth and Chatwoot integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Chatwoot — 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.
- CharmHealth integration information
- Chatwoot integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library