STEP 1
Connect DaySmart Vet 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.
DaySmart Vet and Heidi Integration
Keep DaySmart Vet and Heidi in sync by integrating their events and actions. When support events happen in DaySmart Vet, update the Heidi automatically - without any line of code in visual workflow builder.
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Learn about DaySmart Vet and Heidi
Detailed info you need to know about DaySmart Vet and Heidi integrations in WEXTL. Explore which modules apps support and how you connect them.
DaySmart Vet
Cloud veterinary practice management for scheduling, records, and client communication. [5]
How to connect DaySmart Vet to Heidi
Set up your DaySmart Vet and Heidi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected DaySmart Vet 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 DaySmart Vet and Heidi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between DaySmart Vet and Heidi work in WEXTL?
WEXTL exposes actions and triggers for DaySmart Vet 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.
DaySmart Vet triggersHeidi actions
DaySmart Vet modules
- Cancel a Wellness PlanCancels a wellness plan for a user or customer.
- Create a ClientCreates a client in the system.
- Create a PatientCreates a new patient record in the system.
- Create a PaymentCreates a payment within the payment processing service.
- Create a Wellness PlanCreates a wellness plan based on specific criteria or preferences.
- Create an AppointmentCreates an appointment in the specified calendar.
- Get a ClientRetrieves the information of a client from the service.
- Get a PatientRetrieves information about a specific patient based on their ID or other identifiers.
- Get a Wellness PlanRetrieves a wellness plan based on specified criteria or user needs.
- Get an AppointmentRetrieves an appointment from the service based on specified criteria.
- Get an Inventory AdjustmentRetrieves details of a specific inventory adjustment.
- Get an Inventory ItemRetrieves information about a specific inventory item.
- Get an Inventory PurchaseRetrieves details of an inventory purchase by its ID.
- Get AppointmentsRetrieves scheduled appointments for a user or service.
- Get ClientsRetrieves a list of clients from the service.
- Get ContactsRetrieves contacts from the service.
- Get Inventory AdjustmentsRetrieves inventory adjustments for a specified range or criteria.
- Get Inventory ItemsRetrieves inventory items from the specified source.
- Get Inventory PurchasesRetrieves inventory purchases from a specified source.
- Get InvoicesRetrieves invoices from a service.
- Get Medical NotesRetrieves medical notes from the service.
- Get PatientsRetrieves a list of patients from the database.
- Get PaymentsRetrieves payment details from the service.
- Get Staff MembersRetrieves information about staff members from the service.
- Get Time SheetsRetrieves time sheets from the service.
- Get Wellness PlansRetrieves wellness plans based on specific criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a ClientUpdates the information of an existing client in the service.
- Update a PatientUpdates a patient's information in the system.
- Update a Wellness PlanUpdates a wellness plan for a specific user.
- Update an AppointmentUpdates an appointment with new details.
- Update an Appointment StatusUpdates the status of an appointment in the system.
- Watch AppointmentsTriggers when a new appointment is scheduled.
- Watch ClientsTriggers when a new client is created or an existing client is updated.
- Watch InventoriesTriggers when there is a change in the inventory data.
- Watch Inventory AdjustmentsTriggers when an inventory adjustment is made.
- Watch Inventory PurchasesTriggers when an inventory purchase is made.
- Watch InvoicesTriggers when a new invoice is created or an existing invoice is updated.
- Watch Medical NotesTriggers when a new medical note is created.
- Watch PatientsTriggers when a new patient is added or updated.
- Watch PaymentsTriggers when a new payment is made.
- Watch StaffsTriggers when a new staff member is added or updated in the system.
- Watch Time SheetsTriggers when a new time sheet is created.
- Watch Wellness PlansTriggers when a wellness plan is added or updated.
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 DaySmart Vet 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 DaySmart Vet and Heidi.
Connect your DaySmart Vet 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 DaySmart Vet's "Watch Appointments" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. DaySmart Vet has 12 triggers (including Watch Appointments, Watch Clients, and Watch Inventories); 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. DaySmart Vet-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 DaySmart Vet (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 DaySmart Vet + 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 DaySmart Vet and Heidi integration.
- DaySmart Vet and Heidi integration source code, module specs and credentials implementation.
- Our DaySmart Vet and Heidi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for DaySmart Vet 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.
- DaySmart Vet integration information
- Heidi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library