STEP 1
Connect CharmHealth and Halo
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 Halo Integration
Keep CharmHealth and Halo in sync by integrating their events and actions. When support events happen in CharmHealth, update the Halo automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and Halo
Detailed info you need to know about CharmHealth and Halo 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 Halo
Set up your CharmHealth and Halo integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Halo 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 Halo. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Halo work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Halo 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 triggersHalo 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 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.
- Get an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- 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.
Halo modules
- Create / Update a QuoteCreates a new quote details or updates existing.
- Create / Update a Sales OrderCreates or updates one or multiple sales orders.
- Create / Update an ItemCreates or updates one or multiple items.
- Create / Update an OpportunityCreates a new opportunity or updates existing.
- Create a ClientCreates a new client contact (one or multiple).
- Create a SiteCreates a new site.
- Create a TicketCreates a new ticket.
- Create a UserCreates a new user (one or multiple).
- Delete a ClientDeletes a single client.
- Delete a ProjectDeletes a single project by id.
- Delete a QuoteDeletes a single quote.
- Delete a Sales OrderDeletes a single sales order.
- Delete a TicketDeletes a single ticket.
- Delete a UserDeletes a single user by id.
- Delete an ItemDeletes a single item by id.
- Delete an OpportunityDeletes a single opportunity.
- Get a ClientRetrieves a single client details.
- Get a ProjectRetrieves a single project details.
- Get a QuoteRetrieves a single quote details.
- Get a Sales OrderRetrieves a single sales order details.
- Get a TicketRetrieves a single ticket details.
- Get a UserRetrieves a user by id.
- Get an ItemRetrieves a single item details.
- Get an OpportunityRetrieves a single opportunity details.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ClientsPerforms a search for clients by specified criteria.
- Search ItemsSearches for items.
- Search OpportunitiesSearches for opportunities.
- Search ProjectsSearches for projects.
- Search QuotesSearches for quotes.
- Search TicketsSearches for tickets.
- Search UsersSearches for users.
- Update a ClientUpdates existing clients by id (one or multiple).
- Watch ClientsWatches for new clients.
- Watch ItemsWatches for new or updated items.
- Watch OpportunitiesTriggers whenever an opportunity has been created or updated in Halo.
- Watch ProjectsTriggers whenever a project has been created or updated in Halo.
- Watch QuotesTriggers whenever a quote has been created or updated in Halo.
- Watch Sales OrdersWatches for new or updated sales orders.
- Watch TicketsTriggers when a new ticket has been created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Halo 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 Halo.
Connect your CharmHealth and Halo 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 / Update a Quote" in Halo. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Halo has 33 actions (including Create / Update a Quote, Create / Update a Sales Order, and Create / Update an Item). 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-Halo 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 Halo) 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 + Halo 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 Halo integration.
- CharmHealth and Halo integration source code, module specs and credentials implementation.
- Our CharmHealth and Halo integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Halo — 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
- Halo integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library