STEP 1
Connect CharmHealth and TeamDynamix
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 TeamDynamix Integration
Keep CharmHealth and TeamDynamix in sync by integrating their events and actions. When support events happen in CharmHealth, update the TeamDynamix automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and TeamDynamix
Detailed info you need to know about CharmHealth and TeamDynamix integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
TeamDynamix
IT service management and project portfolio platform for tickets, assets, and requests. [6]
How to connect CharmHealth to TeamDynamix
Set up your CharmHealth and TeamDynamix integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and TeamDynamix 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 TeamDynamix. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and TeamDynamix work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and TeamDynamix 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 triggersTeamDynamix 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.
TeamDynamix modules
- Create a PersonCreates a person in the database or system.
- Create a ProjectCreates a new project in the service.
- Create a TaskCreates a task in the specified service or application.
- Create a TicketCreates a ticket in the system.
- Create a Time EntryCreates a time entry for a specific user.
- Create an AssetCreates an asset in the system.
- Create an Asset ContractCreates an asset contract in the system.
- Create an Asset VendorCreates an asset vendor within a system or platform.
- Create an IssueCreates an issue in the designated project or system.
- Delete a Time EntryDeletes a time entry from the system.
- Delete an AssetDeletes an asset from the system.
- Delete an AttachmentDeletes an attachment from a record or file.
- Get a PersonRetrieves information about a specific person.
- Get a ProjectRetrieves a project from the service.
- Get a TaskRetrieves a task by its ID.
- Get a TicketRetrieves a ticket from the service.
- Get a Time EntryRetrieves a time entry.
- Get an AssetRetrieves an asset from the service.
- Get an Asset ContractRetrieves an asset contract.
- Get an Asset VendorRetrieves an asset vendor.
- Get an AttachmentRetrieves an attachment from the specified location.
- Get an IssueRetrieves an issue from the service using its ID.
- Get Attachment ContentRetrieves the content of an attachment.
- List PersonsRetrieves all persons.
- List TasksRetrieves all tasks.
- List Ticket Saved SearchesRetrieves all ticket searches.
- List Tickets by Saved Search IDRetrieves all tickets using a saved search ID.
- Make an API CallPerforms an arbitrary authorized API request.
- Search Asset ContractsRetrieves all asset contracts.
- Search Asset VendorsRetrieves all asset vendors.
- Search AssetsRetrieves all assets.
- Search IssuesRetrieves all issues.
- Search ProjectsRetrieves all projects.
- Search TicketsRetrieves all tickets from the service.
- Search Time EntriesRetrieves all time entries.
- Update a PersonUpdates a person's information in the database.
- Update a ProjectUpdates a project with new or modified information.
- Update a TaskUpdates a task with new information or changes existing details of an existing task.
- Update a TicketUpdates a ticket in the service.
- Update a Time EntryUpdates a time entry for a specific user.
- Update an AssetUpdates an asset in the system.
- Update an Asset ContractUpdates an asset contract with new information or modifications.
- Update an Asset VendorUpdates an asset vendor's details in the system.
- Update an IssueUpdates an issue with new information or changes.
- Watch AssetsTriggers when new assets are created or updated.
- Watch IssuesTriggers when a new issue is created or updated.
- Watch ProjectsTriggers when a new project is added or an existing project is updated.
- Watch TasksTriggers when a new task is created.
- Watch TicketsTriggers when new tickets are created.
- Watch Time EntriesTriggers when new time entries are recorded.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and TeamDynamix 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 TeamDynamix.
Connect your CharmHealth and TeamDynamix 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 Person" in TeamDynamix. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); TeamDynamix has 44 actions (including Create a Person, Create a Project, and Create a Task). 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-TeamDynamix 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 TeamDynamix) 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 + TeamDynamix 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 TeamDynamix integration.
- CharmHealth and TeamDynamix integration source code, module specs and credentials implementation.
- Our CharmHealth and TeamDynamix integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and TeamDynamix — 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
- TeamDynamix integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library