STEP 1
Connect CharmHealth and HelpCrunch
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 HelpCrunch Integration
Keep CharmHealth and HelpCrunch in sync by integrating their events and actions. When support events happen in CharmHealth, update the HelpCrunch automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and HelpCrunch
Detailed info you need to know about CharmHealth and HelpCrunch integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
HelpCrunch
Live chat and customer messaging platform for support teams, chats, and contacts. [6]
How to connect CharmHealth to HelpCrunch
Set up your CharmHealth and HelpCrunch integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and HelpCrunch 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 HelpCrunch. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and HelpCrunch work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and HelpCrunch 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 triggersHelpCrunch 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.
HelpCrunch modules
- Add a Customer EventSubmits a customer activity event.
- Batch Update CustomersUpdates customers in bulk.
- Create a ChatCreates a single chat on behalf of a specific customer.
- Create a CustomerAdds a single customer to your account.
- Delete a CustomerDeletes a single customer by their ID.
- Get a CustomerRetrieves details for a specific customer.
- Get Chat DetailsRetrieves details of a specific chat.
- Get Organization InfoRetrieves organization details.
- List AgentsRetrieves all team members.
- List ApplicationsRetrieves all applications, including widgets and mobile apps.
- List ChatsRetrieves all chats or a filtered subset.
- List CustomersRetrieves a list of customers.
- List DepartmentsRetrieves all departments.
- List MessagesRetrieves messages from a specific chat.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark a Chat as ReadMarks a chat as read in the specified service.
- Rate a ChatRates a chat conversation by providing a score or feedback.
- Search ChatsFinds chats using filters and conditions.
- Search CustomersFinds customers using filters.
- Send a MessageSends a message to a chat.
- Snooze/Unsnooze a ChatPostpones a chat until a specific day and time or unsnoozes it to make it active again.
- Tag a CustomerAdds tags to a customer.
- Unsubscribe a Team MemberUnsubscribes a team member from HelpCrunch newsletters.
- Untag a CustomerRemoves tags from a customer.
- Update a Chat DepartmentUpdates the department to which the chat is assigned.
- Update a CustomerUpdates data of an existing customer by their ID.
- Update Chat AssigneeUpdates the agent to whom the chat is assigned.
- Update Chat StatusChanges the status of any chat.
- Watch AgentsTriggers when agents are being watched.
- Watch ApplicationsTriggers when new applications are received.
- Watch ChatsTriggers when a new chat is created.
- Watch CustomersTriggers when new customers are added.
- Watch DepartmentsTriggers when there is new activity in departments.
- Watch MessagesTriggers when a message is received or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and HelpCrunch 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 HelpCrunch.
Connect your CharmHealth and HelpCrunch 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 a Customer Event" in HelpCrunch. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); HelpCrunch has 28 actions (including Add a Customer Event, Batch Update Customers, and Create a 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-HelpCrunch 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 HelpCrunch) 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 + HelpCrunch 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 HelpCrunch integration.
- CharmHealth and HelpCrunch integration source code, module specs and credentials implementation.
- Our CharmHealth and HelpCrunch integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and HelpCrunch — 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
- HelpCrunch integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library