STEP 1
Connect CharmHealth and Zenoti
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 Zenoti Integration
Connect CharmHealth and Zenoti 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 Zenoti
Detailed info you need to know about CharmHealth and Zenoti 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 Zenoti
Set up your CharmHealth and Zenoti integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Zenoti 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 Zenoti. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Zenoti work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Zenoti 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 triggersZenoti 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.
Zenoti modules
- Add Invoice ProductAdds a product to an invoice.
- Add to QueueAdds a guest or a group of guests to the queue.
- Cancel a MembershipCancels a guest membership.
- Check In an AppointmentMarks an appointment as checked-in.
- Check In an EmployeeChecks in an employee in the system.
- Check Out an EmployeeChecks out an employee from the system, marking the end of their work period.
- Close an InvoiceCloses an invoice.
- Confirm a Service BookingConfirms a service booking.
- Create a Blockout TimeCreates a blockout time for an employee.
- Create a GuestCreates a new guest.
- Create a Guest FormCreates a guest form for collecting visitor information.
- Create a Guest NoteCreates a note for a guest.
- Create a Recurring BlockoutCreates a recurring room blockout time.
- Create a Room Blockout TimeCreates a blockout time for a room.
- Create a Service BookingCreates a service booking in the system.
- Create an EmployeeAdds an employee with catalog information.
- Create an InvoiceCreates an invoice for products.
- Create an OpportunityCreates a new opportunity in the specified service.
- Create an Opportunity NoteAdds a note to an opportunity.
- Delete a Blockout TimeRemoves a blockout time of an employee.
- Delete a Guest NoteDeletes a guest note from the system.
- Delete a Room Blockout TimeRemoves a room blockout time from the schedule.
- Delete an Invoice ProductDeletes a product from an invoice.
- Freeze a MembershipFreezes a guest membership.
- Get a GuestRetrieves guest details from the service.
- Get a Guest FormRetrieves a guest form from the service.
- Get a Guest NoteRetrieves a guest note from the service.
- Get a Room Blockout TimeRetrieves a blockout time of a room.
- Get an AppointmentRetrieves appointment details.
- Get an EmployeeRetrieves employee details with payroll information.
- Get an Employee Blockout TimeRetrieves a blockout time of an employee.
- Get an InvoiceRetrieves invoice details.
- Get an OpportunityRetrieves an opportunity.
- Get AppointmentsRetrieves the appointments of a center.
- Get Available SlotsRetrieves available slots for a service booking.
- Get Center Wait TimesRetrieves the wait times of a center.
- Get Employee Blockout TimesRetrieves the blockout times of an employee.
- Get Guest AppointmentsRetrieves all appointments of a guest.
- Get Guest CouponsRetrieves all coupons for a specific guest.
- Get Guest MembershipsRetrieves memberships of a guest.
- Get Guest NotesRetrieves the notes of a guest.
- Get Loyalty PointsRetrieves earned and redeemed loyalty points of a guest.
- Get OpportunitiesReturns a single opportunities.
- Get Opportunity NotesRetrieves notes of an opportunity.
- Get Pending Membership AmountRetrieves the pending membership collection amount of a guest.
- Get Queue AppointmentsRetrieves appointments that are currently in the queue.
- Get Room Blockout TimesRetrieves blockout times of a room.
- Get Stylist Wait TimesRetrieves wait times of stylists for a service.
- Make an API CallPerforms an arbitrary authorized API call.
- Mark an Appointment as No-ShowMarks an appointment as a no-show.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Zenoti 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 Zenoti.
Connect your CharmHealth and Zenoti 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 Invoice Product" in Zenoti. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Zenoti has 63 actions (including Add Invoice Product, Add to Queue, and Cancel a Membership). 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-Zenoti 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 Zenoti) 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 + Zenoti 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 Zenoti integration.
- CharmHealth and Zenoti integration source code, module specs and credentials implementation.
- Our CharmHealth and Zenoti integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Zenoti — 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
- Zenoti integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library