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CharmHealth and DaySmart Vet Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep CharmHealth and DaySmart Vet in sync by integrating their events and actions. When support events happen in CharmHealth, update the DaySmart Vet automatically - without any line of code in visual workflow builder.

Integration guide
  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about CharmHealth and DaySmart Vet

Detailed info you need to know about CharmHealth and DaySmart Vet integrations in WEXTL. Explore which modules apps support and how you connect them.

  • CharmHealth

    • Support
    • 6 triggers
    • 18 searches
    • 1 action

    Cloud EHR for patients, appointments, encounters, and clinical records. [5]

  • DaySmart Vet

    • Support
    • 12 triggers
    • 20 searches
    • 12 actions

    Cloud veterinary practice management for scheduling, records, and client communication. [6]

How to connect CharmHealth to DaySmart Vet

Set up your CharmHealth and DaySmart Vet integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect CharmHealth and DaySmart Vet

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected CharmHealth and DaySmart Vet nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between CharmHealth and DaySmart Vet. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between CharmHealth and DaySmart Vet work in WEXTL?

WEXTL exposes actions and triggers for CharmHealth and DaySmart Vet 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 triggersDaySmart Vet actions

CharmHealth modules

  • Get a Care Plan Retrieves a specific care plan.
  • Get a Care Team Retrieves a specific care team.
  • Get a Diagnostic Report Retrieves a specific diagnostic report.
  • Get a Patient Retrieves a specific patient.
  • Get a Practitioner Retrieves a specific practitioner.
  • Get a Procedure Retrieves a specific procedure.
  • Get a Questionnaire Response Retrieves a specific questionnaire response.
  • Get an Appointment Retrieves a specific appointment.
  • Get an Encounter Retrieves a specific encounter.
  • List Appointments Retrieves a list of appointments.
  • List Care Plans Retrieves a list of care plans.
  • List Care Teams Retrieves a list of care teams.
  • List Diagnostic Reports Retrieves a list of diagnostic reports.
  • List Encounters Retrieves a list of encounters.
  • List Patients Retrieves a list of patients.
  • List Practitioners Retrieves a list of practitioners.
  • List Procedures Retrieves a list of procedures.
  • List Questionnaire Responses Retrieves a list of questionnaire responses.
  • Make an API Call Performs an arbitrary authorized API request.
  • Watch Appointments Triggers when a new appointment is created.
  • Watch Diagnostic Reports Triggers when a new diagnostic report is available.
  • Watch Encounters Triggers when a new encounter is created.
  • Watch Patients Triggers when there is new activity or changes related to patients.
  • Watch Procedures Triggers when new procedures are created or modified.
  • Watch Questionnaire Responses Triggers when new questionnaire responses are submitted.

DaySmart Vet modules

  • Cancel a Wellness Plan Cancels a wellness plan for a user or customer.
  • Create a Client Creates a client in the system.
  • Create a Patient Creates a new patient record in the system.
  • Create a Payment Creates a payment within the payment processing service.
  • Create a Wellness Plan Creates a wellness plan based on specific criteria or preferences.
  • Create an Appointment Creates an appointment in the specified calendar.
  • Get a Client Retrieves the information of a client from the service.
  • Get a Patient Retrieves information about a specific patient based on their ID or other identifiers.
  • Get a Wellness Plan Retrieves a wellness plan based on specified criteria or user needs.
  • Get an Appointment Retrieves an appointment from the service based on specified criteria.
  • Get an Inventory Adjustment Retrieves details of a specific inventory adjustment.
  • Get an Inventory Item Retrieves information about a specific inventory item.
  • Get an Inventory Purchase Retrieves details of an inventory purchase by its ID.
  • Get Appointments Retrieves scheduled appointments for a user or service.
  • Get Clients Retrieves a list of clients from the service.
  • Get Contacts Retrieves contacts from the service.
  • Get Inventory Adjustments Retrieves inventory adjustments for a specified range or criteria.
  • Get Inventory Items Retrieves inventory items from the specified source.
  • Get Inventory Purchases Retrieves inventory purchases from a specified source.
  • Get Invoices Retrieves invoices from a service.
  • Get Medical Notes Retrieves medical notes from the service.
  • Get Patients Retrieves a list of patients from the database.
  • Get Payments Retrieves payment details from the service.
  • Get Staff Members Retrieves information about staff members from the service.
  • Get Time Sheets Retrieves time sheets from the service.
  • Get Wellness Plans Retrieves wellness plans based on specific criteria.
  • Make an API Call Performs an arbitrary authorized API call.
  • Update a Client Updates the information of an existing client in the service.
  • Update a Patient Updates a patient's information in the system.
  • Update a Wellness Plan Updates a wellness plan for a specific user.
  • Update an Appointment Updates an appointment with new details.
  • Update an Appointment Status Updates the status of an appointment in the system.
  • Watch Appointments Triggers when a new appointment is scheduled.
  • Watch Clients Triggers when a new client is created or an existing client is updated.
  • Watch Inventories Triggers when there is a change in the inventory data.
  • Watch Inventory Adjustments Triggers when an inventory adjustment is made.
  • Watch Inventory Purchases Triggers when an inventory purchase is made.
  • Watch Invoices Triggers when a new invoice is created or an existing invoice is updated.
  • Watch Medical Notes Triggers when a new medical note is created.
  • Watch Patients Triggers when a new patient is added or updated.
  • Watch Payments Triggers when a new payment is made.
  • Watch Staffs Triggers when a new staff member is added or updated in the system.
  • Watch Time Sheets Triggers when a new time sheet is created.
  • Watch Wellness Plans Triggers when a wellness plan is added or updated.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with CharmHealth and DaySmart Vet integrations. Pick any from the list below if the current combination isn't the one you need.

Automate CharmHealth and DaySmart Vet on WEXTL®

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Frequently asked questions

Common questions about connecting CharmHealth and DaySmart Vet.

How do I connect CharmHealth and DaySmart Vet?

Connect your CharmHealth and DaySmart Vet 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]

What can I automate between CharmHealth and DaySmart Vet?

Example: when CharmHealth's "Watch Appointments" fires, WEXTL can "Cancel a Wellness Plan" in DaySmart Vet. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); DaySmart Vet has 32 actions (including Cancel a Wellness Plan, Create a Client, and Create a Patient). Add filters and transforms between steps when you need them. [1]

Can CharmHealth trigger actions in DaySmart Vet, and DaySmart Vet in CharmHealth?

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]

Do I need to write code to integrate CharmHealth and DaySmart Vet?

No. CharmHealth-to-DaySmart Vet automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does CharmHealth integrate with DaySmart Vet in real time?

Yes. Trigger-based automations start the moment CharmHealth (or DaySmart Vet) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a CharmHealth + DaySmart Vet integration?

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.

Do I need a paid plan to connect CharmHealth with DaySmart Vet?

You can build your CharmHealth + DaySmart Vet 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 DaySmart Vet integration.

  1. CharmHealth and DaySmart Vet integration source code, module specs and credentials implementation.
  2. Our CharmHealth and DaySmart Vet integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for CharmHealth and DaySmart Vet — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. CharmHealth integration information
  6. DaySmart Vet integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted CharmHealth and DaySmart Vet integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore CharmHealth and DaySmart Vet, or get started