STEP 1
Connect CharmHealth and Pylon
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 Pylon Integration
Keep CharmHealth and Pylon in sync by integrating their events and actions. When support events happen in CharmHealth, update the Pylon automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
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Learn about CharmHealth and Pylon
Detailed info you need to know about CharmHealth and Pylon 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 Pylon
Set up your CharmHealth and Pylon integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Pylon 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 Pylon. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Pylon work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Pylon 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 triggersPylon 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.
Pylon modules
- Create a ContactCreates a new contact.
- Create a TaskCreates a new task in the specified project or list.
- Create an AccountCreates a new account.
- Create an Account ActivityCreates a new account activity.
- Create an IssueCreates a new issue.
- Delete a ContactDeletes a single contact by ID.
- Get a ContactRetrieves a single contact by ID.
- Get an AccountRetrieves a single account by ID.
- Get an IssueRetrieves a single issue.
- List AccountsRetrieves a list of accounts.
- List ContactsRetrieves a list of contacts.
- List IssuesRetrieves a list of issues.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts by email.
- Search IssuesSearches for issues in a project or service.
- Update a ContactUpdates an existing contact.
- Update a TaskUpdates a task by ID.
- Update an AccountUpdates an existing account.
- Update an IssueUpdates an existing issue.
- Upload an AttachmentUploads an attachment from a file or from a URL.
- Watch ContactsTriggers when a new contact is created.
- Watch IssuesTriggers when a new issue is created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Pylon 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 Pylon.
Connect your CharmHealth and Pylon 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 "Create a Contact" in Pylon. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Pylon has 20 actions (including Create a Contact, Create a Task, and Create an Account). 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-Pylon 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 Pylon) 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 + Pylon 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 Pylon integration.
- CharmHealth and Pylon integration source code, module specs and credentials implementation.
- Our CharmHealth and Pylon integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Pylon — 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
- Pylon integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library