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CharmHealth and LeanLaw Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Connect CharmHealth and LeanLaw 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.

Integration guide
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  • Up to 10 minutes quick set up
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  • 2FA
  • Local Data Region

Learn about CharmHealth and LeanLaw

Detailed info you need to know about CharmHealth and LeanLaw integrations in WEXTL. Explore which modules apps support and how you connect them.

  • CharmHealth

    • Support
    • 6 triggers
    • 18 searches
    • 1 action

    Cloud EHR for patients, appointments, encounters, and clinical records. [5]

  • LeanLaw

    • Support
    • 6 triggers
    • 16 searches
    • 21 actions

    Legal practice management software for tracking clients, matters, time, expenses and invoices. [6]

How to connect CharmHealth to LeanLaw

Set up your CharmHealth and LeanLaw integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

  1. STEP 1

    Connect CharmHealth and LeanLaw

    Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.

  2. STEP 2

    Build a workflow

    Paste selected CharmHealth and LeanLaw nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.

  3. STEP 3

    Map your data

    Choose which fields need to sync between CharmHealth and LeanLaw. Use filters or leverage a JS custom code step in between — everything is on the canvas.

How does the integration between CharmHealth and LeanLaw work in WEXTL?

WEXTL exposes actions and triggers for CharmHealth and LeanLaw 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 triggersLeanLaw actions

CharmHealth modules

  • Get a Care Plan Retrieves a specific care plan.
  • Get a Care Team Retrieves a specific care team.
  • Get a Diagnostic Report Retrieves a specific diagnostic report.
  • Get a Patient Retrieves a specific patient.
  • Get a Practitioner Retrieves a specific practitioner.
  • Get a Procedure Retrieves a specific procedure.
  • Get a Questionnaire Response Retrieves a specific questionnaire response.
  • Get an Appointment Retrieves a specific appointment.
  • Get an Encounter Retrieves a specific encounter.
  • List Appointments Retrieves a list of appointments.
  • List Care Plans Retrieves a list of care plans.
  • List Care Teams Retrieves a list of care teams.
  • List Diagnostic Reports Retrieves a list of diagnostic reports.
  • List Encounters Retrieves a list of encounters.
  • List Patients Retrieves a list of patients.
  • List Practitioners Retrieves a list of practitioners.
  • List Procedures Retrieves a list of procedures.
  • List Questionnaire Responses Retrieves a list of questionnaire responses.
  • Make an API Call Performs an arbitrary authorized API request.
  • Watch Appointments Triggers when a new appointment is created.
  • Watch Diagnostic Reports Triggers when a new diagnostic report is available.
  • Watch Encounters Triggers when a new encounter is created.
  • Watch Patients Triggers when there is new activity or changes related to patients.
  • Watch Procedures Triggers when new procedures are created or modified.
  • Watch Questionnaire Responses Triggers when new questionnaire responses are submitted.

LeanLaw modules

  • Create Client Creates a client in LeanLaw.
  • Create Expense Creates an expense in LeanLaw.
  • Create Fixed Fee Creates a fixed fee in LeanLaw.
  • Create Matter Creates a matter in LeanLaw.
  • Create Practice Area Creates a practice area in LeanLaw.
  • Create Time Entry Creates a time entry in LeanLaw.
  • Delete Client Deletes a client from LeanLaw.
  • Delete Expense Deletes an expense from LeanLaw.
  • Delete Fixed Fee Deletes a fixed fee from LeanLaw.
  • Delete Matter Deletes a matter from LeanLaw.
  • Delete Practice Area Deletes a practice area from LeanLaw.
  • Delete Time Entry Deletes a time entry from LeanLaw.
  • Get Client Retrieves a client by ID.
  • Get Client Balances Retrieves the outstanding balances for a client.
  • Get Codes Retrieves the activity, expense and task codes defined in LeanLaw.
  • Get Expense Retrieves an expense by ID.
  • Get Fixed Fee Retrieves a fixed fee by ID.
  • Get Matter Retrieves a matter by ID.
  • Get Time Entry Retrieves a time entry by ID.
  • Health Check Checks that the LeanLaw API is reachable and the connection works.
  • List Clients Lists clients in LeanLaw.
  • List Custom Fields Lists custom fields in LeanLaw.
  • List Expenses Lists expenses in LeanLaw.
  • List Fixed Fees Lists fixed fees in LeanLaw.
  • List Invoices Lists invoices in LeanLaw.
  • List Matters Lists matters in LeanLaw.
  • List Practice Areas Lists practice areas in LeanLaw.
  • List Time Entries Lists time entries in LeanLaw.
  • List Users Lists users in LeanLaw.
  • Make an API Call Sends a custom authorized request to the LeanLaw API.
  • Update Client Updates a client in LeanLaw.
  • Update Expense Updates an expense in LeanLaw.
  • Update Fixed Fee Updates a fixed fee in LeanLaw.
  • Update Matter Updates a matter in LeanLaw.
  • Update Practice Area Updates a practice area in LeanLaw.
  • Update Time Entry Updates a time entry in LeanLaw.
  • Update User Updates an user in LeanLaw.
  • Watch Clients Triggers when a client is added in LeanLaw.
  • Watch Expenses Triggers when an expense is added in LeanLaw.
  • Watch Fixed Fees Triggers when a fixed fee is added in LeanLaw.
  • Watch Invoices Triggers when an invoice is added in LeanLaw.
  • Watch Matters Triggers when a matter is added in LeanLaw.
  • Watch Time Entries Triggers when a time entry is added in LeanLaw.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with CharmHealth and LeanLaw integrations. Pick any from the list below if the current combination isn't the one you need.

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Frequently asked questions

Common questions about connecting CharmHealth and LeanLaw.

How do I connect CharmHealth and LeanLaw?

Connect your CharmHealth and LeanLaw 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]

What can I automate between CharmHealth and LeanLaw?

Example: when CharmHealth's "Watch Appointments" fires, WEXTL can "Create Client" in LeanLaw. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); LeanLaw has 37 actions (including Create Client, Create Expense, and Create Fixed Fee). Add filters and transforms between steps when you need them. [1]

Can CharmHealth trigger actions in LeanLaw, and LeanLaw 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. [2]

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

No. CharmHealth-to-LeanLaw automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does CharmHealth integrate with LeanLaw in real time?

Yes. Trigger-based automations start the moment CharmHealth (or LeanLaw) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a CharmHealth + LeanLaw integration?

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.

Do I need a paid plan to connect CharmHealth with LeanLaw?

You can build your CharmHealth + LeanLaw 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 LeanLaw integration.

  1. CharmHealth and LeanLaw integration source code, module specs and credentials implementation.
  2. Our CharmHealth and LeanLaw integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for CharmHealth and LeanLaw — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. CharmHealth integration information
  6. LeanLaw integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted CharmHealth and LeanLaw integration page documentation. Used sources, AI's role, and how the team validates the result.

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