STEP 1
Connect CharmHealth and Freshdesk
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 Freshdesk Integration
Keep CharmHealth and Freshdesk in sync by integrating their events and actions. When support events happen in CharmHealth, update the Freshdesk automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about CharmHealth and Freshdesk
Detailed info you need to know about CharmHealth and Freshdesk 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 Freshdesk
Set up your CharmHealth and Freshdesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Freshdesk 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 Freshdesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Freshdesk work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Freshdesk 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 triggersFreshdesk 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.
Freshdesk modules
- Add Ticket WatcherAdds an agent as a watcher on a ticket.
- Bulk Delete TicketsDeletes multiple tickets at once. This moves them to the trash — Freshdesk permanently erases trashed tickets after 30 days.
- Bulk Remove Ticket WatcherRemoves the authenticated agent as a watcher from multiple tickets at once.
- Bulk Update TicketsUpdates multiple tickets at once with the same property changes.
- Cancel Companies ImportCancels a running companies import job.
- Cancel Contacts ImportCancels a running contacts import job.
- Create Account ExportStarts an account-level data export job.
- Create AgentCreates a new agent.
- Create Agents BulkCreates multiple agents at once.
- Create Automation RuleCreates a new automation rule.
- Create Canned ResponseCreates a new canned response.
- Create Canned Response FolderCreates a new canned-response folder.
- Create Canned Responses BulkCreates multiple canned responses at once.
- Create Collaboration ThreadCreates a new side-conversation (collaboration) thread on a ticket.
- Create Companies ExportStarts a companies export job.
- Create CompanyCreates a new company.
- Create Company FieldCreates a new custom company field.
- Create ContactCreates a new contact.
- Create Contact FieldCreates a new custom contact field.
- Create Contacts ExportStarts a contacts export job.
- Create GroupCreates a new group.
- Create MailboxCreates a new mailbox.
- Create Outbound Email TicketCreates a ticket representing an email your team sent proactively, rather than one received from a requester.
- Create Outbound Message ChannelSends a proactive templated WhatsApp message through Freshdesk's outbound message channel.
- Create SLA PolicyCreates a new SLA policy.
- Create Survey ResponseSubmits a response to a customer-satisfaction survey.
- Create TicketCreates a new ticket, optionally with file attachments.
- Create Ticket FormCreates a new ticket form.
- Create Ticket NoteAdds a private (or public) note to a ticket, optionally with file attachments.
- Create Ticket Satisfaction RatingSubmits a customer satisfaction rating for a ticket (Freshdesk's legacy CSAT surface).
- Create Ticket Time EntryLogs a time entry on a ticket.
- Delete AgentDeletes an agent.
- Delete AttachmentDeletes an attachment.
- Delete Automation RuleDeletes an automation rule.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete Contact PermanentlyPermanently deletes a contact, bypassing the trash.
- Delete ConversationDeletes a conversation entry.
- Delete GroupDeletes a group.
- Delete MailboxDeletes a mailbox.
- Delete TicketDeletes a ticket. This moves it to the trash — Freshdesk permanently erases trashed tickets after 30 days unless restored.
- Delete Ticket FormDeletes a ticket form.
- Delete Ticket Form FieldDeletes a field from a ticket form.
- Delete Time EntryDeletes a time entry.
- Forward TicketForwards a ticket by email to one or more recipients.
- Get AccountRetrieves account details.
- Get Admin GroupRetrieves a single group's Admin routing config.
- Get AgentRetrieves a single agent.
- Get Agent AvailabilityRetrieves an agent's availability status.
- Get ArticleRetrieves a single solution article.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Freshdesk 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 Freshdesk.
Connect your CharmHealth and Freshdesk 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 Ticket Watcher" in Freshdesk. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Freshdesk has 146 actions (including Add Ticket Watcher, Bulk Delete Tickets, and Bulk Remove Ticket Watcher). 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-Freshdesk 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 Freshdesk) 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 + Freshdesk 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 Freshdesk integration.
- CharmHealth and Freshdesk integration source code, module specs and credentials implementation.
- Our CharmHealth and Freshdesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Freshdesk — 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
- Freshdesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library