Can CharmHealth trigger actions in Heidi, and Heidi 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 Heidi?

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

CharmHealth + Heidi Integration

Build support workflows between CharmHealth and Heidi on a visual canvas — map fields once and let data flow.

Example: when CharmHealth's "Watch Appointments" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format).

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CharmHealth triggersHeidi actions

CharmHealth workflow triggers

Heidi workflow actions

Frequently asked questions

Common questions about connecting CharmHealth and Heidi.

Connect your CharmHealth and Heidi 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.

HeidiBrowse all Heidi triggers, actions, and integrations.

CharmHealth + Heidi Integration

Frequently asked questions

How do I connect CharmHealth and Heidi?

What can I automate between CharmHealth and Heidi?

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

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

Explore CharmHealth and Heidi, or get started

CharmHealth + Heidi Integration

Frequently asked questions

How do I connect CharmHealth and Heidi?

What can I automate between CharmHealth and Heidi?

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

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

Explore CharmHealth and Heidi, or get started