STEP 1
Connect CharmHealth and Dentally
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 Dentally Integration
Build support workflows between CharmHealth and Dentally 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 Dentally
Detailed info you need to know about CharmHealth and Dentally 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 Dentally
Set up your CharmHealth and Dentally integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Dentally 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 Dentally. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Dentally work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Dentally 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 triggersDentally 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.
Dentally modules
- Create an AppointmentCreates an appointment in the scheduling system.
- Create a PaymentCreates a payment transaction.
- Delete an AppointmentDeletes an appointment from the system.
- Delete a PaymentDeletes a payment record from the system.
- Get an AppointmentRetrieves an appointment by specifying its details.
- Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
- Get a PaymentRetrieves details of a specific payment.
- Get a RoomRetrieves information about a specific room based on given criteria.
- Get a SiteRetrieves a site from the service using its unique ID.
- Get a TreatmentRetrieves information about a specific treatment.
- Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
- Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
- Get a UserRetrieves a user's information from the service.
- Get a Waiting ListRetrieves a waiting list from the service.
- List AppointmentsRetrieves all appointments from the service.
- List Invoice ItemsRetrieves all invoice items.
- List InvoicesRetrieves all invoices.
- List PaymentsRetrieves all payments.
- List RoomsRetrieves all rooms.
- List Session AppointmentsRetrieves all session appointments.
- List SitesRetrieves all the sites.
- List Treatment AppointmentsRetrieves all treatment appointments.
- List Treatment PlansRetrieves all treatment plans.
- List TreatmentsRetrieves all treatments.
- List UsersRetrieves all users.
- List Waiting ListsRetrieves all waiting lists.
- Make an API CallPerforms an arbitrary authorized API request.
- Update an AppointmentUpdates an appointment with specified details.
- Update a SiteUpdates a site with new information or modifications.
- Update a UserUpdates a user in the database with the provided information.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch EventsTriggers when a Dentally webhook event is received.
- Watch Invoice ItemsTriggers when new invoice items are created or updated.
- Watch InvoicesTriggers when a new invoice is created.
- Watch PaymentsTriggers when new payments are received.
- Watch RoomsTriggers when a new room is created or updated.
- Watch Session AppointmentsTriggers when a new session appointment is scheduled.
- Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
- Watch Treatment PlansTriggers when a new treatment plan is created or updated.
- Watch TreatmentsTriggers when a new treatment is added or updated.
- Watch UsersTriggers when a new user is created.
- Watch Waiting ListsTriggers when a new entry is added to a waiting list.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Dentally 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 Dentally.
Connect your CharmHealth and Dentally 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 Appointment" in Dentally. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Dentally has 30 actions (including Create an Appointment, Create a Payment, and Delete an Appointment). 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-Dentally 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 Dentally) 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 + Dentally 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 Dentally integration.
- CharmHealth and Dentally integration source code, module specs and credentials implementation.
- Our CharmHealth and Dentally integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Dentally — 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
- Dentally integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library