STEP 1
Connect CharmHealth and Classe365
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 Classe365 Integration
Build support workflows between CharmHealth and Classe365 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 Classe365
Detailed info you need to know about CharmHealth and Classe365 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 Classe365
Set up your CharmHealth and Classe365 integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Classe365 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 Classe365. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Classe365 work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Classe365 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 triggersClasse365 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.
Classe365 modules
- Create an InvoiceAllows the user to create an invoice using the API.
- Create a TaskAdds task data using the API.
- Create or Update a DepartmentAllows you to insert a new department or update an existing department in Classe365. Provide an ID for updates or omit it to insert a new department.
- Create or Update a StudentCreates a new student record in Classe365 or updates an existing one if the ID field is included in the request body. Supports optional base64 profile image and attachments.
- Create or Update a SubjectInserts a new subject or updates an existing subject in a section.
- Create or Update AttendanceAdds or updates attendance records for a specific class, section, subject, and date.
- Create/Update a ClassAllows you to insert a new class or update an existing class in the system.
- Create/Update an AgentAllows you to add agent data or update existing agent data.
- Create/Update a SectionAllows you to insert a new section or update an existing section for a class.
- Create/Update Assessment ScoreAdds or updates assessment scores for one or more students in a given assessment.
- Create/Update Form SubmissionAllows adding or updating form submission details through the API.
- Create/Update Teacher DataInserts a new teacher or updates an existing teacher in Classe365.
- Enroll a Student in a Class-SectionEnrolls a student into a class-section under a specific academic session.
- Enroll a Student in Elective SubjectsEnrolls or unassigns a student to or from elective subjects in a specific academic session.
- Get Academic Data for AllGets academic structure data for all classes, sections, and subjects together.
- Get Academic Data for a ParticularGets data for a particular department, class, section, or subject.
- Get Academic SessionsGets the data of all unlocked academic sessions.
- Get Account EntriesRetrieves ledger entries for a given account and optionally filters them by ledger, date, or entry number.
- Get Admin DataRetrieves a list of administrators to verify the connection and view admin info.
- Get Agent DataGets agent information using the API.
- Get AssessmentsRetrieves all assessments for a particular academic session from Classe365.
- Get a Student ScoreFetches the assessment scores for a specific student in a given academic session.
- Get a Subject ScoreFetches assessment scores for a specific subject in a given academic session.
- Get Attendance by DateReturns attendance data for all students on a specific date in Linear View (LV) format.
- Get Attendance by DateFetches attendance data for all students across all classes, sections, and sessions for a specific date.
- Get Attendance DataRetrieves attendance data for a specific academic session, class, section, and date, optionally filtered by subject and session.
- Get Attendance SettingsRetrieves the attendance settings for a given academic session.
- Get Fees DataRetrieves fees, invoices, and payments data from Classe365. You can get all fees or filter by a specific fee, invoice, or payment. Supports optional date filtering for invoices.
- Get Form Submission DetailsGets details of a particular form submission.
- Get InvoicesRetrieves invoice data from Classe365 based on optional filters such as fee ID, status, type, recurring flag, and date ranges. Supports pagination and returns JSON-formatted invoice records.
- Get Ledger Account DataAllows you to get ledger account data.
- Get Student AttributesRetrieves all student attribute fields and their configurations, such as name, type, required status, and visibility.
- Get Student DataRetrieves student information from Classe365 based on an academic session and optional filters such as student ID, admission number, or class.
- Get Student ScoresFetches the assessment scores for multiple students in a given academic session, with optional pagination.
- Get Submission DataGets submissions information using the API.
- Get Task DataRetrieves task information using the API.
- Get Teachers DataRetrieves teachers' data from Classe365.
- Get Total Student CountRetrieves the total number of students in the system for your organization.
- Make an API CallPerforms an arbitrary authorized API call.
- Update Student StatusUpdates the status of one or more students to active or alumni, accepting up to 20 students per request.
- Update Student Subject StatusUpdates the enrollment status of a student for a specific subject.
- Watch StudentsTriggers when new students are added to a selected academic session.
- Watch TeachersTriggers when new teachers are added to a selected session.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Classe365 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 Classe365.
Connect your CharmHealth and Classe365 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 "Create an Invoice" in Classe365. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Classe365 has 41 actions (including Create an Invoice, Create a Task, and Create or Update a Department). 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-Classe365 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 Classe365) 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 + Classe365 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 Classe365 integration.
- CharmHealth and Classe365 integration source code, module specs and credentials implementation.
- Our CharmHealth and Classe365 integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Classe365 — 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
- Classe365 integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library