STEP 1
Connect CharmHealth and Zanda Health
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 Zanda Health Integration
Connect CharmHealth and Zanda Health 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 Zanda Health
Detailed info you need to know about CharmHealth and Zanda Health integrations in WEXTL. Explore which modules apps support and how you connect them.
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [5]
Zanda Health
Practice management platform for allied health professionals, offering appointment scheduling, client records, invoicing, and payments. [6]
How to connect CharmHealth to Zanda Health
Set up your CharmHealth and Zanda Health integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Zanda Health 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 Zanda Health. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Zanda Health work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Zanda Health 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 triggersZanda Health 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.
Zanda Health modules
- Get AppointmentRetrieves a single appointment by its ID.
- Get Billable ItemRetrieves a single billable item by its ID.
- Get Client Primary PractitionerRetrieves the primary practitioner assigned to a given client.
- Get Client ProfileRetrieves a client's full profile by their ID.
- Get Custom CategoryRetrieves a single custom category by its ID.
- Get Custom StatusRetrieves a single custom appointment status by its ID.
- Get GenderRetrieves a single gender option by its ID.
- Get Gender IdentityRetrieves a single gender identity option by its ID.
- Get InsurerRetrieves a single insurer record by its ID.
- Get InvoiceRetrieves a single invoice by its ID.
- Get LocationRetrieves a single practice location by its ID.
- Get PaymentRetrieves a single payment record by its ID.
- Get Payment MethodRetrieves a single payment method by its ID.
- Get PractitionerRetrieves a single practitioner record by their ID.
- Get ReferralRetrieves a single referral record by its ID.
- Get SexRetrieves a single sex option by its ID.
- List AppointmentsReturns a list of appointments matching the specified filters.
- List Billable ItemsReturns a list of billable items available in the account.
- List Client ProfilesReturns a list of client profiles matching the specified criteria.
- List Custom CategoriesReturns a list of all custom categories defined in the account.
- List Custom StatusesReturns a list of all custom appointment statuses defined in the account.
- List Gender IdentitiesReturns a list of all gender identity options available in the account.
- List GendersReturns a list of all gender options available in the account.
- List InsurersReturns a list of all insurers configured in the account.
- List InvoicesReturns a list of invoices matching the specified filters.
- List LocationsReturns a list of all practice locations in the account.
- List Payment MethodsReturns a list of all payment methods available in the account.
- List PaymentsReturns a list of payments matching the specified filters.
- List PractitionersReturns a list of all practitioners in the account.
- List ReferralsReturns a list of referral records matching the specified filters.
- List Sex OptionsReturns a list of all sex options available in the account.
- Make an API CallExecutes an arbitrary authenticated request to the Zanda Health API.
- Watch AppointmentsTriggers when new or updated appointments are detected.
- Watch BillablesTriggers when new or updated billable items are detected.
- Watch Client ProfilesTriggers when new or updated client profiles are detected.
- Watch Custom CategoriesTriggers when new or updated custom categories are detected.
- Watch Custom StatusesTriggers when new or updated custom statuses are detected.
- Watch Gender IdentitiesTriggers when new or updated gender identity options are detected.
- Watch GendersTriggers when new or updated gender options are detected.
- Watch InsurersTriggers when new or updated insurer records are detected.
- Watch InvoicesTriggers when new or updated invoices are detected.
- Watch LocationsTriggers when new or updated practice locations are detected.
- Watch Payment MethodsTriggers when new or updated payment methods are detected.
- Watch PaymentsTriggers when new or updated payment records are detected.
- Watch PractitionersTriggers when new or updated practitioner records are detected.
- Watch ReferralsTriggers when new or updated referral records are detected.
- Watch Sex OptionsTriggers when new or updated sex options are detected.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Zanda Health 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 Zanda Health.
Connect your CharmHealth and Zanda Health 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 "Get Appointment" in Zanda Health. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Zanda Health has 32 actions (including Get Appointment, Get Billable Item, and Get Client Primary Practitioner). 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-Zanda Health 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 Zanda Health) 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 + Zanda Health 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 Zanda Health integration.
- CharmHealth and Zanda Health integration source code, module specs and credentials implementation.
- Our CharmHealth and Zanda Health integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Zanda Health — 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
- Zanda Health integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library