STEP 1
Connect CharmHealth and ManageEngine
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 ManageEngine Integration
Build support workflows between CharmHealth and ManageEngine 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 ManageEngine
Detailed info you need to know about CharmHealth and ManageEngine integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
ManageEngine
IT service desk platform for requests, tasks, projects, and user support operations. [6]
How to connect CharmHealth to ManageEngine
Set up your CharmHealth and ManageEngine integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and ManageEngine 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 ManageEngine. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and ManageEngine work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and ManageEngine 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 triggersManageEngine 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.
ManageEngine modules
- Add Tags to a RequestAttaches tags to a request for categorization.
- Add/Update a Request ResolutionAdds a new request resolution or updates an existing one.
- Assign a RequestAssigns a request to a specified user or group.
- Assign a Task OwnerAssigns an owner to a request task.
- Assign a Task OwnerAssigns an owner to a project task.
- Assign a Task OwnerAssigns an owner to a specified task.
- Associate a ProjectLinks a request to a project.
- Close a RequestMarks a request as closed.
- Close a TaskMarks a task as completed or closed.
- Create a Project TaskCreates a task under a project.
- Create a RequestCreates a new request record in the system.
- Create a Request NoteCreates a note associated with a request.
- Create a Request TaskCreates a task under a specific request.
- Create a TaskCreates a task with the specified details.
- Create a UserCreates a new user in the system.
- Delete a Project TaskDeletes a project task from a specific project.
- Delete a Project Task AttachmentDeletes an attachment from a project task.
- Delete a RequestDeletes a request from the system.
- Delete a Request NoteDeletes a request note from the specified service.
- Delete a Request TaskDeletes a request task from the system.
- Delete a Request Task AttachmentDeletes an attachment from a request task.
- Delete a TaskDeletes a specified task from the system or service.
- Delete a Task AttachmentDeletes an attachment from a task.
- Delete a UserDeletes a user from the service.
- Dissociate a Project from a RequestRemoves the association between a request and a project.
- Download a Project Task AttachmentDownloads an attachment from a project task.
- Download a Request Task AttachmentDownloads an attachment from a request task.
- Download a Task AttachmentDownloads an attachment from a task.
- Get a Project TaskRetrieves a specific project task.
- Get a RequestRetrieves a specific request by identifier.
- Get a Request NoteRetrieves a specific request note by its identifier.
- Get a Request ResolutionRetrieves the resolution details of a request.
- Get a Request SummaryRetrieves a summarized view of a request.
- Get a Request TaskRetrieves a specific request task.
- Get a TaskRetrieves a specific task.
- Get a UserRetrieves a specific user.
- List Project Task AttachmentsRetrieves all attachments associated with a project task.
- List Project TasksRetrieves all tasks associated with a project.
- List Request NotesRetrieves all notes associated with a request.
- List Request TasksRetrieves all tasks associated with a request.
- List RequestsRetrieves a list of all requests.
- List Task AttachmentsRetrieves all attachments associated with a task.
- List TasksRetrieves a list of all tasks.
- List UsersRetrieves a list of all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark a Task OwnerMarks or confirms the owner of a task.
- Merge RequestsCombines multiple requests into a single request.
- Pick Up a RequestAssigns the request to the current user.
- Trigger a TaskManually triggers a task in the specified service.
- Update a Project TaskUpdates an existing project task with new information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and ManageEngine 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 ManageEngine.
Connect your CharmHealth and ManageEngine 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 Tags to a Request" in ManageEngine. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); ManageEngine has 55 actions (including Add Tags to a Request, Add/Update a Request Resolution, and Assign a Request). 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-ManageEngine 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 ManageEngine) 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 + ManageEngine 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 ManageEngine integration.
- CharmHealth and ManageEngine integration source code, module specs and credentials implementation.
- Our CharmHealth and ManageEngine integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and ManageEngine — 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
- ManageEngine integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library