STEP 1
Connect CharmHealth and Plain
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 Plain Integration
Connect CharmHealth and Plain 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 Plain
Detailed info you need to know about CharmHealth and Plain 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 Plain
Set up your CharmHealth and Plain integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Plain 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 Plain. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Plain work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Plain 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 triggersPlain 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.
Plain modules
- Add Companies and Tenants to TiersAdds companies and tenants to tiers.
- Add Customer to a Customer GroupAdds a customer to a customer group.
- Add Customers to TenantsAdds customers to one or more tenants.
- Add Labels to a ThreadAdds labels to a thread to organize and categorize it.
- Assign a Tenant to a CustomerAssociates a customer with a tenant.
- Assign a ThreadAssigns a thread to a specific user or group.
- Create a Customer EventCreates a customer event in the system.
- Create a ThreadCreates a new support thread.
- Create a Thread EventCreates a thread event for a designated thread.
- Create or Update a CustomerCreates or updates a customer in the system.
- Create or Update a TenantCreates or updates a tenant in the system.
- Delete a CustomerDeletes a specified customer from the system.
- Delete a Thread FieldDeletes a thread field.
- Get a Customer by EmailRetrieves details for a specific customer using their email.
- Get a Customer by IDRetrieves details for a specific customer using their ID.
- Get a Tenant by IDRetrieves details for a specific tenant by ID.
- Get a TierRetrieves details for a specific tier.
- Get CompaniesRetrieves companies associated with customers.
- Get CustomersRetrieves a list of customers.
- Get TenantsRetrieves tenants linked to customers.
- Get TiersRetrieves support tiers from the system.
- Make an API CallPerforms an arbitrary authorized API request.
- Mark a Thread as TodoMarks a thread as todo for further action or follow-up marking.
- Mark Thread as DoneMarks a thread as done.
- Remove a Customer From a Customer GroupRemoves a customer from a customer group.
- Remove a Label from a ThreadRemoves a label from a thread.
- Remove a Tenant from a CustomerRemoves a tenant from a customer record.
- Remove Companies and Tenants from TiersRemoves companies and tenants from specified tiers.
- Reply to a ThreadReplies to a thread by posting a new message in the specified thread.
- Reply to a ThreadAllows a user to post a reply to a thread, simulating a different identity or user.
- Reply to an EmailReplies to an email.
- Send EmailsSends emails to specified recipients.
- Snooze a ThreadSnoozes a thread temporarily.
- Unassign a ThreadUnassigns a thread from a user or group.
- Update a Thread FieldUpdates thread metadata such as status, priority, or assignment.
- Update a TierUpdates details for a specific tier.
- Update CompanyUpdates a company's information.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Plain 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 Plain.
Connect your CharmHealth and Plain 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 Companies and Tenants to Tiers" in Plain. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Plain has 37 actions (including Add Companies and Tenants to Tiers, Add Customer to a Customer Group, and Add Customers to Tenants). 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-Plain 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 Plain) 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 + Plain 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 Plain integration.
- CharmHealth and Plain integration source code, module specs and credentials implementation.
- Our CharmHealth and Plain integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Plain — 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
- Plain integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library