STEP 1
Connect CharmHealth and Deskpro
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 Deskpro Integration
Build support workflows between CharmHealth and Deskpro 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 Deskpro
Detailed info you need to know about CharmHealth and Deskpro 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 Deskpro
Set up your CharmHealth and Deskpro integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Deskpro 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 Deskpro. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Deskpro work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Deskpro 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 triggersDeskpro 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.
Deskpro modules
- Approve an ApprovalApproves an approval process or request.
- Cancel an ApprovalCancels an approval request currently in process.
- Create an Agent ChatCreates a new agent chat.
- Create an Agent Chat MessageCreates a new agent chat message.
- Create an Agent TeamCreates a new agent team in the system.
- Create an Approval TemplateCreates a new approval template in the system.
- Create an Approval TypeCreates a new approval type in the system.
- Create an ArticleCreates a new article.
- Create an Article Custom FieldCreates a new custom field for an article.
- Create a New Community TopicCreates a new community topic.
- Create a TaskCreates a new task in the specified task list.
- Create a TicketCreates a new ticket in the system.
- Create a Ticket ApprovalCreates a new ticket approval in the system.
- Create a User ChatCreates a new user chat.
- Create User Chat MessagesCreates new user chat messages.
- Delete a Community TopicRemoves a community topic from the system.
- Delete an AgentDeletes an agent from the system.
- Delete an Agent ChatDeletes an existing agent chat.
- Delete an Agent Chat MessageDeletes an agent chat message from the conversation.
- Delete an Agent GroupDeletes details for a specific agent group.
- Delete an Agent TeamDeletes details for a specific team group.
- Delete an Approval TemplateDeletes an approval template.
- Delete an Approval TypeDeletes an approval type from the system.
- Delete an ArticleDeletes an article from the database or content management system.
- Delete Article Custom FieldsRemoves an article custom field.
- Delete a TaskRemoves a task.
- Delete a TicketDeletes a ticket in the system.
- Delete a User ChatDeletes a user chat from the system.
- Download an Article as PDFDownloads an article as a PDF file.
- Get a Community TopicRetrieves a community topic.
- Get Agent Group CountRetrieves the count of agent groups.
- Get Agents CountRetrieves the count of all agents.
- Get Agents' Extended ModelsRetrieves all agents' extended models.
- Get Agent Team CountRetrieves the count of agents in a team.
- Get a JobRetrieves a job based on a specified ID or criteria.
- Get an AgentRetrieves details for a specific agent.
- Get an Agent ChatRetrieves a new agent chat.
- Get an Agent Chat MessageRetrieves an agent chat message.
- Get an Agent GroupRetrieves details for a specific agent group.
- Get an Agent TeamRetrieves details for a specific agent team.
- Get an Approval TemplateRetrieves details for an approval template.
- Get an Approval Template CountRetrieves details for an approval template count.
- Get an Approval TypeRetrieves the details for an approval type.
- Get an Approval Type CountRetrieves details for an approval type count.
- Get an ArticleRetrieves details for an article.
- Get Approval Responses CountRetrieves the count of approval responses.
- Get Article CountRetrieves the count of all articles.
- Get Article Custom FieldRetrieves a custom field from an article.
- Get a TaskRetrieves a task from the service.
- Get a TicketRetrieves a ticket based on specified criteria.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Deskpro 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 Deskpro.
Connect your CharmHealth and Deskpro 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 "Approve an Approval" in Deskpro. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Deskpro has 92 actions (including Approve an Approval, Cancel an Approval, and Create an Agent Chat). 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-Deskpro 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 Deskpro) 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 + Deskpro 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 Deskpro integration.
- CharmHealth and Deskpro integration source code, module specs and credentials implementation.
- Our CharmHealth and Deskpro integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Deskpro — 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
- Deskpro integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library