STEP 1
Connect CharmHealth and Invgate
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 Invgate Integration
Keep CharmHealth and Invgate in sync by integrating their events and actions. When support events happen in CharmHealth, update the Invgate automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and Invgate
Detailed info you need to know about CharmHealth and Invgate 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 Invgate
Set up your CharmHealth and Invgate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Invgate 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 Invgate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Invgate work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Invgate 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 triggersInvgate 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.
Invgate modules
- Accept an ApprovalAccepts an approval request in the system.
- Accept an Incident SolutionAccepts a solution for an incident.
- Add a Group UserAssociates a user with a group.
- Add Helpdesk ObserversAdds users as observers to a helpdesk.
- Add Observers to a GroupAdds users as observers to a group.
- Cancel an ApprovalCancels an approval process for a specified item or task.
- Cancel an IncidentCancels an incident based on the provided incident ID.
- Create a Breaking News StatusCreates a new update to the given breaking news.
- Create a CompanyCreates a company by providing the necessary details.
- Create a GroupCreates a new group in the specified service.
- Create a LocationCreates a new location in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specific user.
- Create a UserCreates a new user in the system.
- Create an Incident CommentCreates a comment on an incident.
- Create an Incident RequestCreates a new incident request.
- Create an Internal NoteCreates an internal note within the system for reference or documentation purposes.
- Create Breaking NewsCreates breaking news content to be published.
- Delete a CompanyDeletes a company from the database.
- Delete a GroupDeletes a group from the specified service.
- Delete a LocationDeletes a specified location.
- Delete a Time Tracking RecordDeletes a time tracking record from the system.
- Delete a UserDeletes a user from the service.
- Delete an Internal NoteDeletes an internal note from the designated database or system.
- Get a Data Export URLRetrieves the data export URL.
- Get a UserRetrieves a user.
- Get Breaking NewsRetrieves breaking news from a specified source.
- List Breaking NewsRetrieves all breaking news.
- List Breaking News StatusesRetrieves breaking news statuses.
- List CompaniesRetrieves a list of all companies.
- List Group ObserversRetrieves all group observers.
- List Group UsersRetrieves all group members.
- List GroupsRetrieves a list of all groups.
- List Help DesksRetrieves all help desks.
- List Helpdesk ObserversRetrieves all helpdesk observers.
- List Incident ApprovalsRetrieves a list of all incident approvals.
- List Incident CommentsRetrieves a list of all incident comments.
- List Incident TasksRetrieves tasks linked to an incident.
- List IncidentsRetrieves a list of all incidents.
- List Internal NotesRetrieves all internal notes from the system.
- List LocationsRetrieves a list of all locations.
- List Time Tracking RecordsRetrieves all time tracking records.
- List UsersRetrieves a list of all users.
- Perform an API RequestPerforms an arbitrary authorized API call.
- Reject an ApprovalRejects an approval request.
- Reject an IncidentRejects an incident based on specified criteria.
- Reject an Incident SolutionRejects an incident solution in a given system or service.
- Remove Group ObserversRemoves observers from a group.
- Remove Group UsersRemoves users from a group.
- Remove Observers from a HelpdeskRemoves observers from a helpdesk.
- Reopen an IncidentReopens a request in the incident management system.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Invgate 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 Invgate.
Connect your CharmHealth and Invgate 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 "Accept an Approval" in Invgate. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Invgate has 55 actions (including Accept an Approval, Accept an Incident Solution, and Add a Group User). 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-Invgate 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 Invgate) 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 + Invgate 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 Invgate integration.
- CharmHealth and Invgate integration source code, module specs and credentials implementation.
- Our CharmHealth and Invgate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Invgate — 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
- Invgate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library