STEP 1
Connect CharmHealth and LiveChat
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 LiveChat Integration
Build support workflows between CharmHealth and LiveChat on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about CharmHealth and LiveChat
Detailed info you need to know about CharmHealth and LiveChat 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 LiveChat
Set up your CharmHealth and LiveChat integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and LiveChat 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 LiveChat. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and LiveChat work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and LiveChat 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 triggersLiveChat 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 an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- 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.
- 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.
LiveChat modules
- Add User To ChatAdds User To Chat.
- Ban CustomerBans Customer.
- Deactivate ChatDeactivates Chat.
- Delete Chat PropertiesDeletes Chat Properties.
- Delete Event PropertiesDeletes Event Properties.
- Delete Thread PropertiesDeletes Thread Properties.
- Follow ChatFollows Chat.
- Get ChatReturns chat.
- Get CustomerReturns customer.
- List Agents For TransferRetrieves a list of agents for transfer.
- List ArchivesRetrieves a list of archives.
- List ChatsRetrieves a list of chats.
- List Routing StatusesRetrieves a list of routing statuses.
- List ThreadsRetrieves a list of threads.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark Events As SeenMarks Events As Seen.
- MulticastMulticasts.
- Remove User From ChatRemoves User From Chat.
- Request Thread SummaryRequests Thread Summary.
- Resume ChatResumes Chat.
- Send EventSends Event.
- Send Event PreviewSends Event Preview.
- Send Rich Message PostbackSends Rich Message Postback.
- Send Thinking IndicatorSends Thinking Indicator.
- Send Typing IndicatorSends Typing Indicator.
- Set Routing StatusSets Routing Status.
- Start ChatStarts Chat.
- Tag ThreadTags Thread.
- Transfer ChatTransfers Chat.
- Unfollow ChatUnfollows Chat.
- Untag ThreadUntags Thread.
- Update Chat PropertiesUpdates Chat Properties.
- Update CustomerUpdates Customer.
- Update Event PropertiesUpdates Event Properties.
- Update Thread PropertiesUpdates Thread Properties.
- Upload FileUploads File.
- Watch Deactivated ChatsTriggers when a chat is deactivated.
- Watch Incoming ChatsTriggers when a new chat comes in.
- Watch Incoming EventsTriggers when a new event arrives on a chat.
- Watch Rich Message PostbacksTriggers when a visitor uses a rich-message button.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and LiveChat 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 LiveChat.
Connect your CharmHealth and LiveChat 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 User To Chat" in LiveChat. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); LiveChat has 36 actions (including Add User To Chat, Ban Customer, and Deactivate 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-LiveChat 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 LiveChat) 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 + LiveChat 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 LiveChat integration.
- CharmHealth and LiveChat integration source code, module specs and credentials implementation.
- Our CharmHealth and LiveChat integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and LiveChat — 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
- LiveChat integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library