STEP 1
Connect CharmHealth and Zingtree
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 Zingtree Integration
Keep CharmHealth and Zingtree in sync by integrating their events and actions. When support events happen in CharmHealth, update the Zingtree automatically - without any line of code in visual workflow builder.
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Learn about CharmHealth and Zingtree
Detailed info you need to know about CharmHealth and Zingtree 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 Zingtree
Set up your CharmHealth and Zingtree integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected CharmHealth and Zingtree 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 Zingtree. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between CharmHealth and Zingtree work in WEXTL?
WEXTL exposes actions and triggers for CharmHealth and Zingtree 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 triggersZingtree 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.
Zingtree modules
- Add a TagSets or updates tags for an agent.
- Add an AgentAdds an agent to your organization.
- Delete a File UploadDeletes an uploaded file from the Zingtree server.
- Delete Form DataDeletes any form data entered into Zingtree during a session.
- Freeze a SessionFreezes a session to prevent further updates or interactions.
- Get Form DataRetrieves submitted form data associated with sessions or workflows.
- Get Session DataRetrieves detailed information for a specific session.
- Get Session DataRetrieves raw, unprocessed session data.
- Get Session NotesRetrieves notes attached to a session.
- Get Tree VariablesRetrieves variables associated with a tree.
- List Agent SessionsRetrieves sessions associated with a specific agent.
- List Event LogsRetrieves logs of system events, activities, and interactions.
- List TagsRetrieves all available tags used across the system.
- List Tree SessionsRetrieves sessions associated with a specific tree.
- List Tree SessionsRetrieves sessions based on the most recent interaction within a tree.
- List Tree StructuresRetrieves the hierarchical structure of a tree.
- List Tree TagsRetrieves all available tree tags.
- List Tree TagsRetrieves all available tree tags.
- List TreesRetrieves all available trees.
- Perform an Authorized RequestExecutes an API call with proper authorization.
- Remove an AgentRemoves an agent from your organization.
- Search TreesSearches for trees using filters or keywords.
- Watch Agent SessionsTriggers when there is a new agent session.
- Watch Event LogsTriggers when new event logs are created.
- Watch Tree SessionsTriggers when a tree session is created.
- Watch Tree Sessions Last ClickedTriggers when a tree session is last clicked.
- Watch Tree StructureTriggers when a tree structure is watched.
- Watch TreesTriggers when new tree data is available.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with CharmHealth and Zingtree 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 Zingtree.
Connect your CharmHealth and Zingtree 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 a Tag" in Zingtree. CharmHealth has 6 triggers (including Watch Appointments, Watch Diagnostic Reports, and Watch Encounters); Zingtree has 22 actions (including Add a Tag, Add an Agent, and Delete a File Upload). 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-Zingtree 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 Zingtree) 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 + Zingtree 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 Zingtree integration.
- CharmHealth and Zingtree integration source code, module specs and credentials implementation.
- Our CharmHealth and Zingtree integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for CharmHealth and Zingtree — 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
- Zingtree integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library