STEP 1
Connect Classe365 and Heidi
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Classe365 and Heidi Integration
Build support workflows between Classe365 and Heidi on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Classe365 and Heidi
Detailed info you need to know about Classe365 and Heidi integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Classe365 to Heidi
Set up your Classe365 and Heidi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Classe365 and Heidi 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 Classe365 and Heidi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Classe365 and Heidi work in WEXTL?
WEXTL exposes actions and triggers for Classe365 and Heidi 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.
Classe365 triggersHeidi actions
Classe365 modules
- Create a TaskAdds task data using the API.
- Create an InvoiceAllows the user to create an invoice using the API.
- Create or Update a DepartmentAllows you to insert a new department or update an existing department in Classe365. Provide an ID for updates or omit it to insert a new department.
- Create or Update a StudentCreates a new student record in Classe365 or updates an existing one if the ID field is included in the request body. Supports optional base64 profile image and attachments.
- Create or Update a SubjectInserts a new subject or updates an existing subject in a section.
- Create or Update AttendanceAdds or updates attendance records for a specific class, section, subject, and date.
- Create/Update a ClassAllows you to insert a new class or update an existing class in the system.
- Create/Update a SectionAllows you to insert a new section or update an existing section for a class.
- Create/Update an AgentAllows you to add agent data or update existing agent data.
- Create/Update Assessment ScoreAdds or updates assessment scores for one or more students in a given assessment.
- Create/Update Form SubmissionAllows adding or updating form submission details through the API.
- Create/Update Teacher DataInserts a new teacher or updates an existing teacher in Classe365.
- Enroll a Student in a Class-SectionEnrolls a student into a class-section under a specific academic session.
- Enroll a Student in Elective SubjectsEnrolls or unassigns a student to or from elective subjects in a specific academic session.
- Get a Student ScoreFetches the assessment scores for a specific student in a given academic session.
- Get a Subject ScoreFetches assessment scores for a specific subject in a given academic session.
- Get Academic Data for a ParticularGets data for a particular department, class, section, or subject.
- Get Academic Data for AllGets academic structure data for all classes, sections, and subjects together.
- Get Academic SessionsGets the data of all unlocked academic sessions.
- Get Account EntriesRetrieves ledger entries for a given account and optionally filters them by ledger, date, or entry number.
- Get Admin DataRetrieves a list of administrators to verify the connection and view admin info.
- Get Agent DataGets agent information using the API.
- Get AssessmentsRetrieves all assessments for a particular academic session from Classe365.
- Get Attendance by DateFetches attendance data for all students across all classes, sections, and sessions for a specific date.
- Get Attendance by DateReturns attendance data for all students on a specific date in Linear View (LV) format.
- Get Attendance DataRetrieves attendance data for a specific academic session, class, section, and date, optionally filtered by subject and session.
- Get Attendance SettingsRetrieves the attendance settings for a given academic session.
- Get Fees DataRetrieves fees, invoices, and payments data from Classe365. You can get all fees or filter by a specific fee, invoice, or payment. Supports optional date filtering for invoices.
- Get Form Submission DetailsGets details of a particular form submission.
- Get InvoicesRetrieves invoice data from Classe365 based on optional filters such as fee ID, status, type, recurring flag, and date ranges. Supports pagination and returns JSON-formatted invoice records.
- Get Ledger Account DataAllows you to get ledger account data.
- Get Student AttributesRetrieves all student attribute fields and their configurations, such as name, type, required status, and visibility.
- Get Student DataRetrieves student information from Classe365 based on an academic session and optional filters such as student ID, admission number, or class.
- Get Student ScoresFetches the assessment scores for multiple students in a given academic session, with optional pagination.
- Get Submission DataGets submissions information using the API.
- Get Task DataRetrieves task information using the API.
- Get Teachers DataRetrieves teachers' data from Classe365.
- Get Total Student CountRetrieves the total number of students in the system for your organization.
- Make an API CallPerforms an arbitrary authorized API call.
- Update Student StatusUpdates the status of one or more students to active or alumni, accepting up to 20 students per request.
- Update Student Subject StatusUpdates the enrollment status of a student for a specific subject.
- Watch StudentsTriggers when new students are added to a selected academic session.
- Watch TeachersTriggers when new teachers are added to a selected session.
Heidi modules
- Add Sessions to Patient ProfileAssociates one or more sessions with a patient profile, grouping them under a single patient's consultation history.
- Ask HeidiSends a session's content to the Heidi AI Assistant along with an instruction and returns the streamed, joined response.
- Convert Note to Sectional FormatConverts a session's latest consult note into a structured sectional note, keyed by section heading.
- Create Account LinkLinks this Heidi API User to an existing Heidi account, for the account-linking (widget-embed) flow.
- Create DocumentCreates a new document for a session from a Heidi template.
- Create Patient ProfileCreates a new patient profile with the provided patient information.
- Create SessionCreates a new Heidi session, optionally linked to a patient profile and an EHR appointment.
- Delete Patient ProfilePermanently deletes a single patient profile by its ID. Not covered by Heidi's prose documentation — confirmed only in the Postman collection.
- Delete Patient ProfilesPermanently deletes one or more patient profiles in a single batch call. This cannot be undone.
- Delete Patient SessionsUnlinks one or more sessions from a patient profile. Not covered by Heidi's prose documentation — confirmed only in the Postman collection.
- Delete Session AttachmentsRemoves one or more context documents from a session.
- Finish RecordingMarks a segment-based transcription recording as complete.
- Generate Clinical CodesGenerates and returns clinical codes (ICD, SNOMED, CPT and related coding systems) detected in a session. Coding must be enabled on the Heidi account.
- Generate Consult NoteGenerates a consult note for a session from a Heidi template. The response is streamed by Heidi and joined into the final note text.
- Generate Note from Custom TemplateGenerates a structured note for a session from a custom JSON template. Requires an existing free-text consult note for the session.
- Get Live Session TranscriptRetrieves the in-progress transcript for a session while a recording is still live.
- Get Patient ProfileRetrieves detailed information about a specific patient profile by its ID.
- Get SessionRetrieves a single Heidi session by its session ID, including patient details, notes, and the generated consult note.
- Get Session TranscriptRetrieves the finalized transcript text for a session.
- Get TeamRetrieves detailed information about a specific team.
- Link Note Section to EHR FieldLinks a consult note section heading to an EHR section ID so future sectional conversions report exactly where to route it.
- List Organization MembersLists an organization's members, with pagination, sorting, and filtering.
- List Patient ProfilesRetrieves a list of patient profiles. Optionally filter by EHR patient ID, EHR provider, or page through vendor-side pagination.
- List Session AttachmentsLists the context documents attached to a session, including each document's parsing status.
- List Session DocumentsRetrieves the list of documents generated for a session.
- List SessionsReturns the sessions linked to the connected Heidi user, most recent first.
- List TeamsLists every team the authenticated Heidi API User has joined.
- List TemplatesRetrieves the list of available consult note and document templates.
- Make an API CallPerforms an arbitrary authorized API request to the Heidi API.
- Remove Account LinkUnlinks this Heidi API User from its linked Heidi account.
- Transcribe Recording SegmentUploads one audio chunk to an in-progress segment-based transcription.
- Transcribe Session AudioStarts a segment-based transcription job for a session and returns a recording ID.
- Update Patient ProfileUpdates an existing patient profile with new information. Only the fields provided are updated.
- Update SessionUpdates a Heidi session's patient details, clinician notes, language settings, and linked context sessions.
- Upload Context DocumentUploads a context document (file) to a session for Heidi to parse and use as reference material. The document begins in PARSING status — poll List Session Attachments to see when it becomes READY.
- Upload Session AudioUploads an audio recording to a session for transcription.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Classe365 and Heidi integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Classe365 and Heidi.
Connect your Classe365 and Heidi 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 Classe365's "Watch Students" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Classe365 has 2 triggers (including Watch Students and Watch Teachers); Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format). 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. Classe365-to-Heidi 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 Classe365 (or Heidi) 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 Classe365 + Heidi 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 Classe365 and Heidi integration.
- Classe365 and Heidi integration source code, module specs and credentials implementation.
- Our Classe365 and Heidi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Classe365 and Heidi — 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.
- Classe365 integration information
- Heidi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library