STEP 1
Connect CharmHealth and Xurrent
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 Xurrent Integration
Connect CharmHealth and Xurrent 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 Xurrent
Detailed info you need to know about CharmHealth and Xurrent 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 Xurrent
Set up your CharmHealth and Xurrent integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Xurrent 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 Xurrent. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Xurrent work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Xurrent 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 triggersXurrent 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.
Xurrent modules
- Add Hours to a CalendarAdds hours to a specified calendar.
- Archive a PersonArchives a person in the system.
- Archive a ProjectArchives a project for record-keeping or later retrieval.
- Archive a RequestArchives a request in the system.
- Archive a Time EntryArchives a time entry to maintain historical records.
- Create a PersonCreates a new person in the system.
- Create a ProductCreates a product in the specified service.
- Create a ProjectCreates a project in the selected service or application.
- Create a Project TaskCreates a project task in the specified project management system.
- Create a RequestCreates a request in the system.
- Create a ReservationCreates a reservation for a specific service or event.
- Create a TaskCreates a new task in the specified service.
- Create a TeamCreates a new team within the specified service.
- Create a Time EntryCreates a time entry for a specific user.
- Create an InvoiceCreates an invoice for a specific customer or order.
- Delete a Project TaskDeletes a project task from the service.
- Delete a Time EntryRemoves a time entry from the system.
- Get a Calendar HourRetrieves a calendar hour from the calendar service.
- Get a PersonRetrieves a person by their ID or other identifying information.
- Get a ProductRetrieves a product from a given service.
- Get a ProjectRetrieves a project from the service.
- Get a Project TaskRetrieves a project task.
- Get a RequestRetrieves a request from the service.
- Get a ReservationRetrieves a reservation from the system.
- Get a TaskRetrieves details of a specific task.
- Get a TeamRetrieves a team from the service using a specified unique identifier.
- Get a Time EntryRetrieves a time entry.
- Get a TimesheetRetrieves a timesheet.
- Get an InvoiceRetrieves an invoice based on the provided criteria.
- List Calendar HoursRetrieves all calendar hours of the calendar.
- List Incomplete TimesheetsRetrieves all incomplete timesheets.
- List InvoicesRetrieves all invoices.
- List PeopleRetrieves all persons from the service.
- List ProductsRetrieves all products from the service.
- List Project TasksRetrieves all project tasks.
- List ProjectsRetrieves all projects.
- List RequestsRetrieves all requests from the service.
- List ReservationsRetrieves all reservations.
- List TasksRetrieves all tasks.
- List TeamsRetrieves all teams.
- List Time EntriesRetrieves all time entries.
- List TimesheetsRetrieves all timesheets.
- Lock DatesLocks a specific day.
- Make an API CallPerforms an arbitrary authorized API request.
- Remove Calendar HoursRemoves all hours from a calendar.
- Remove Calendar HoursRemoves calendar hours from a calendar entity.
- Restore a PersonRestores a person by recovering their information or status from a previous state.
- Restore a ProjectRestores a project to its previous state.
- Restore a RequestRestores a request to its previous state.
- Restore a Time EntryRestores a deleted time entry for a specific user.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Xurrent 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 Xurrent.
Connect your CharmHealth and Xurrent 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 Hours to a Calendar" in Xurrent. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Xurrent has 66 actions (including Add Hours to a Calendar, Archive a Person, and Archive a Project). 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-Xurrent 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 Xurrent) 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 + Xurrent 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 Xurrent integration.
- CharmHealth and Xurrent integration source code, module specs and credentials implementation.
- Our CharmHealth and Xurrent integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Xurrent — 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
- Xurrent integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library