STEP 1
Connect CharmHealth and Vivantio
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 Vivantio Integration
Build support workflows between CharmHealth and Vivantio 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 Vivantio
Detailed info you need to know about CharmHealth and Vivantio 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 Vivantio
Set up your CharmHealth and Vivantio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Vivantio 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 Vivantio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Vivantio work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Vivantio 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 triggersVivantio 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.
Vivantio modules
- Create a CallerCreates a new caller record in Vivantio.
- Create a ClientCreates a new client in the system.
- Create a LocationCreates a location with specified attributes.
- Create a TicketCreates a new ticket in the system for tracking purposes.
- Create an ArticleCreates a new article in the service.
- Create an AssetCreates an asset in the system.
- Delete ArticlesDeletes a set of articles from the service.
- Delete AssetsDeletes a set of assets from the service.
- Delete CallersDeletes a set of callers from the service.
- Delete ClientsDeletes a set of clients from the database or system.
- Delete LocationsDeletes a set of locations from the specified database or service.
- Delete TicketsDeletes a set of tickets from the system.
- Download an AttachmentDownloads an attachment from a specified source.
- Download an Attachment PublicDownloads a public attachment from the specified source.
- Get a CallerRetrieves information about a specific caller.
- Get a ClientRetrieves information about a specific client.
- Get a LocationRetrieves a location from the specified service.
- Get a TicketRetrieves a ticket by ID.
- Get an ArticleRetrieves an article from the service.
- Get an AssetRetrieves an asset based on the provided identifier.
- Get ArticlesRetrieves all articles.
- Get AssetsRetrieves all assets from the service.
- Get CallersRetrieves all callers.
- Get ClientsRetrieves all clients.
- Get LocationsRetrieves all locations.
- Get TicketsRetrieves all tickets from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a CallerUpdates a caller's information in the system.
- Update a ClientUpdates a client in the system with new information.
- Update a LocationUpdates a location with new details or coordinates.
- Update a TicketUpdates a ticket with new information or changes.
- Update an ArticleUpdates an article with the specified new information.
- Update an AssetUpdates an asset in the system with new information.
- Upload an AttachmentUploads an attachment to the specified service.
- Watch ArticlesTriggers when a new article is published.
- Watch AssetsTriggers when a new asset is added or an existing asset is updated.
- Watch CallersTriggers when a new caller is detected.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch LocationsTriggers when a new location is added or updated.
- Watch TicketsTriggers when new tickets are created or updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Vivantio 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 Vivantio.
Connect your CharmHealth and Vivantio 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 Caller" in Vivantio. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Vivantio has 34 actions (including Create a Caller, Create a Client, and Create a Location). 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-Vivantio 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 Vivantio) 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 + Vivantio 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 Vivantio integration.
- CharmHealth and Vivantio integration source code, module specs and credentials implementation.
- Our CharmHealth and Vivantio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Vivantio — 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
- Vivantio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library