STEP 1
Connect CharmHealth and Kustomer
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 Kustomer Integration
Keep CharmHealth and Kustomer in sync by integrating their events and actions. When support events happen in CharmHealth, update the Kustomer automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and Kustomer
Detailed info you need to know about CharmHealth and Kustomer 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 Kustomer
Set up your CharmHealth and Kustomer integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Kustomer 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 Kustomer. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Kustomer work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Kustomer 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 triggersKustomer 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.
Kustomer modules
- Create a ConversationCreates a new conversation.
- Create a ConversationCreates a new conversation for a specific customer.
- Create a Conversation ForwardForwards a specific conversation to another recipient or channel.
- Create a Conversation MessageCreates a new message within a specific conversation.
- Create a Conversation TagAdds one or more tags to a conversation.
- Create a CustomerCreates a new customer record in the system.
- Create a Customer Custom ObjectCreates a custom object (KObject) for a customer.
- Create a Customer DraftCreates a new draft for a specific customer.
- Create a Customer MergeMerges multiple customer records into one.
- Create a Customer MessageCreates a new message for a specific customer.
- Create a MessageAdds an instance of a message to an existing conversation timeline with a customer.
- Create a NoteCreates a new note.
- Create a TeamCreates a new team.
- Create a Team MemberAdds a member to a team.
- Create a UserCreates or invites a new user.
- Create a User Password ResetTriggers a password reset for a user.
- Create a Work ItemCreates a new work item.
- Create an AttachmentUploads a new attachment to the service.
- Create an Unmasking WindowCreates an unmasking window for a customer.
- Create ConversationsCreates multiple conversations in bulk.
- Create CustomersCreates multiple customer records in bulk.
- Create MediaUploads a new media object.
- Delete a ConversationDeletes a conversation by its ID.
- Delete a CustomerDeletes a customer by ID.
- Delete a NoteDeletes a note by ID.
- Delete a Team MemberRemoves a member from a team.
- Delete an Unmasking WindowDeletes an unmasking window for a customer.
- Delete Conversation TagsRemoves one or more tags from a conversation.
- Delete ConversationsDeletes multiple conversations in bulk.
- Delete CustomersDeletes multiple customers in bulk.
- Get a ConversationRetrieves a conversation by ID.
- Get a Conversation by External IDRetrieves a conversation using its external ID.
- Get a CustomerRetrieves a customer by ID.
- Get a Customer by EmailGets a customer by their email.
- Get a Customer by External IDRetrieves a customer by their external ID.
- Get a Customer by Phone NumberRetrieves a customer based on their phone number.
- Get a Customer EventRetrieves a specific event for a customer.
- Get a Customer MergeRetrieves details of a specific customer merge.
- Get a MessageRetrieves a single message based on the unique message ID.
- Get a Message AttachmentRetrieves an attachment using a message ID and an attachment ID.
- Get a Message by External IDRetrieves a message using its external ID.
- Get a NoteRetrieves a note by ID.
- Get a Work ItemRetrieves a work item by ID.
- Get an AttachmentRetrieves an attachment using its ID.
- Get Conversation TimesRetrieves conversation times by unique ID.
- Get Current UserRetrieves the current authenticated user.
- Get MediaRetrieves a media object by ID.
- Get the Next Work Item in a QueueRetrieves the next available work item in a queue.
- List Conversation AttachmentsRetrieves all attachments for a conversation.
- List Conversation EventsRetrieves all events associated with a conversation.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Kustomer 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 Kustomer.
Connect your CharmHealth and Kustomer 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 a Conversation" in Kustomer. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Kustomer has 89 actions (including Create a Conversation, Create a Conversation, and Create a Conversation Forward). 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-Kustomer 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 Kustomer) 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 + Kustomer 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 Kustomer integration.
- CharmHealth and Kustomer integration source code, module specs and credentials implementation.
- Our CharmHealth and Kustomer integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Kustomer — 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
- Kustomer integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library