Can CharmHealth trigger actions in Halo, and Halo 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.

Do I need to write code to integrate CharmHealth and Halo?

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

CharmHealth + Halo Integration

Keep CharmHealth and Halo aligned: when support events happen in one, update the other automatically.

Example: when CharmHealth's "Watch Appointments" fires, WEXTL can "Create a Client" in Halo. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Halo has 33 actions (including Create a Client, Create a Site, and Create a Ticket).

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

CharmHealth triggersHalo actions

CharmHealth workflow triggers

Halo workflow actions

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.

CharmHealthBrowse all CharmHealth triggers, actions, and integrations.

HaloBrowse all Halo triggers, actions, and integrations.

CharmHealth + Halo Integration

Frequently asked questions

How do I connect CharmHealth and Halo?

What can I automate between CharmHealth and Halo?

Can CharmHealth trigger actions in Halo, and Halo in CharmHealth?

Do I need to write code to integrate CharmHealth and Halo?

Explore CharmHealth and Halo, or get started

CharmHealth + Halo Integration

Frequently asked questions

How do I connect CharmHealth and Halo?

What can I automate between CharmHealth and Halo?

Can CharmHealth trigger actions in Halo, and Halo in CharmHealth?

Do I need to write code to integrate CharmHealth and Halo?

Explore CharmHealth and Halo, or get started