STEP 1
Connect Chatwoot and Tebra
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Chatwoot and Tebra Integration
Keep Chatwoot and Tebra in sync by integrating their events and actions. When support events happen in Chatwoot, update the Tebra automatically - without any line of code in visual workflow builder.
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Learn about Chatwoot and Tebra
Detailed info you need to know about Chatwoot and Tebra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Chatwoot to Tebra
Set up your Chatwoot and Tebra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Chatwoot and Tebra 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 Chatwoot and Tebra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Chatwoot and Tebra work in WEXTL?
WEXTL exposes actions and triggers for Chatwoot and Tebra 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.
Chatwoot triggersTebra actions
Chatwoot modules
- Add an Agent to an InboxAdds an agent to a specified inbox.
- Assign a ConversationAssigns a team or a member to a conversation.
- Create a ContactCreates a new contact.
- Create a ConversationCreates a new conversation.
- Create a MessageCreates a new message in the system.
- Create a UserCreates a new account user.
- Create an InboxCreates a new inbox.
- Delete a ContactDeletes a single contact.
- Delete a MessageDeletes a single message from a conversation by ID.
- Get a ContactRetrieves a single contact.
- Get a ConversationRetrieves a single conversation.
- Get an Account ReportReturns an account report for a specific metric.
- Get an InboxRetrieves a single inbox's details.
- Label a ConversationAdds labels to a conversation.
- List Contact ConversationsRetrieves a list of conversations for a contact.
- List ContactsRetrieves a list of contacts from an account.
- List InboxesRetrieves a list of inboxes.
- List MessagesRetrieves a list of messages from a specified conversation.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ContactsSearches for contacts.
- Search ConversationsSearches for conversations.
- Update a ContactUpdates an existing contact.
- Update a ConversationUpdates an existing conversation.
- Update a Conversation Custom AttributesUpdates existing custom attributes for a conversation.
- Update a Conversation PriorityUpdates an existing conversation priority in a given service.
- Update a Conversation StatusUpdates an existing conversation status.
- Update an InboxUpdates an existing inbox by ID.
- Watch EventsTriggers when a specific event occurs.
Tebra modules
- Create a DocumentCreates a new document and attaches it to a patient record.
- Create a PatientCreates a new patient record in the specified practice.
- Create a PaymentRecords a new payment against a patient account or charge.
- Create an AppointmentBooks a new appointment for a patient with a specified provider.
- Create an EncounterCreates a new clinical encounter record linked to a patient and appointment.
- Delete a DocumentPermanently deletes a document from a patient record by its ID.
- Delete an AppointmentCancels and removes an appointment by its ID.
- Get a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
- Get an AppointmentRetrieves the full details of a single appointment by its ID.
- Get Encounter DetailsRetrieves the full clinical and billing details of a specific encounter by its ID.
- Get Procedure CodeRetrieves the details of a specific procedure (CPT) code by its ID.
- List Appointment ReasonsReturns all appointment reason types defined for a practice.
- List AppointmentsReturns a paginated list of appointments filtered by date range, provider, or status.
- List ChargesReturns a list of charges and claims matching the specified filter criteria.
- List PatientsReturns a list of patient records matching the specified search and filter criteria.
- List PaymentsReturns payment records matching the specified date range and filter criteria.
- List PracticesReturns a list of practices accessible under the connected account.
- List ProvidersReturns a list of providers belonging to a practice.
- List Service LocationReturns a list of service locations configured for a practice.
- List TransactionsReturns financial transaction records for a practice within a specified date range.
- Make an API CallExecutes an arbitrary authenticated request to the Tebra API.
- Update a PatientUpdates demographic or contact information on an existing patient record.
- Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
- Update Appointment StatusChanges the status of an appointment (e.g. confirmed, checked-in, cancelled).
- Update Encounter StatusChanges the billing or clinical status of an existing encounter.
- Update Primary Patient CaseUpdates the primary case record for a patient, including insurance and billing details.
- Watch ChargesTriggers when new charges or claims are created or updated in the practice.
- Watch PatientsTriggers when a new patient record is created or an existing one is updated.
- Watch PaymentsTriggers when a new payment is posted or an existing payment is modified.
- Watch PracticesTriggers when practice settings or details are created or updated.
- Watch ProvidersTriggers when a new provider is added or an existing provider record is updated.
- Watch Service LocationsTriggers when a service location is created or its details are changed.
- Watch TransactionsTriggers when new financial transactions are recorded for a practice.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Chatwoot and Tebra integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Chatwoot and Tebra.
Connect your Chatwoot and Tebra 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 Chatwoot's "Watch Events" fires, WEXTL can "Create a Document" in Tebra. Chatwoot has 1 trigger (including Watch Events); Tebra has 26 actions (including Create a Document, Create a Patient, and Create a Payment). 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. Chatwoot-to-Tebra 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 Chatwoot (or Tebra) 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 Chatwoot + Tebra 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 Chatwoot and Tebra integration.
- Chatwoot and Tebra integration source code, module specs and credentials implementation.
- Our Chatwoot and Tebra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Chatwoot and Tebra — 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.
- Chatwoot integration information
- Tebra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library