STEP 1
Connect CharmHealth and Lawmatics
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 Lawmatics Integration
Connect CharmHealth and Lawmatics to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about CharmHealth and Lawmatics
Detailed info you need to know about CharmHealth and Lawmatics 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 Lawmatics
Set up your CharmHealth and Lawmatics integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Lawmatics 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 Lawmatics. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Lawmatics work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Lawmatics 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 triggersLawmatics 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.
Lawmatics modules
- Cancel an AppointmentCancels a single appointment with the possibility to notify attendees.
- Create a ContactCreates a new contact.
- Create a MatterCreates a new matter or prospect.
- Create a NoteCreates a new note.
- Delete a ContactDeletes an existing contact by ID.
- Delete a MatterDeletes a single matter by ID.
- Delete a NoteDeletes a single note by ID.
- Find a ContactFinds a contact by a provided name (case-sensitive).
- Find a Contact by EmailFinds a contact by email address.
- Find a Contact by PhoneFinds a contact by phone number.
- Find a Matter by EmailFinds a matter by email address.
- Find a Matter by NameFinds a prospect by a provided name (case-sensitive).
- Find a Matter by PhoneFinds a matter (prospect) by phone number.
- Get a ContactReturns a single contact.
- Get a MatterReturns a single matter.
- Get a NoteRetrieves a single note.
- Get an AppointmentReturns a single appointment's details.
- List AppointmentsReturns a list of appointment events from a system.
- List ContactsReturns a list of contacts from a system.
- List MattersReturns a list of matters from the system.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ContactUpdates a single contact by its unique ID.
- Update a MatterUpdates a matter in the system.
- Update a NoteUpdates an existing note's name and content.
- Watch AppointmentsTriggers when an appointment is created.
- Watch ContactsTriggers when a contact has been created or updated.
- Watch Custom Form SubmissionsTriggers when a new custom form submission is added.
- Watch MattersTriggers when a matter is created or updated.
- Watch NotesTriggers when a note is created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Lawmatics 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 Lawmatics.
Connect your CharmHealth and Lawmatics 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 "Cancel an Appointment" in Lawmatics. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Lawmatics has 24 actions (including Cancel an Appointment, Create a Contact, and Create a Matter). 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-Lawmatics 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 Lawmatics) 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 + Lawmatics 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 Lawmatics integration.
- CharmHealth and Lawmatics integration source code, module specs and credentials implementation.
- Our CharmHealth and Lawmatics integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Lawmatics — 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
- Lawmatics integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library