What actions can I run in Dentally?

30 actions are available, including "Get an Appointment", "Get an Invoice", and "Get a Payment", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Dentally Integrations

Browser-based dental practice software with charting, recalls, and NHS or private workflows. When Dentally issues update, notify owners or sync status to other systems.

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Watch AppointmentsTriggers when a new appointment is scheduled.
Watch EventsTriggers when a Dentally webhook event is received.
Watch Invoice ItemsTriggers when new invoice items are created or updated.
Watch InvoicesTriggers when a new invoice is created.
Watch PaymentsTriggers when new payments are received.
Watch RoomsTriggers when a new room is created or updated.
Watch Session AppointmentsTriggers when a new session appointment is scheduled.
Watch Treatment AppointmentsTriggers when new treatment appointments are scheduled.
Watch Treatment PlansTriggers when a new treatment plan is created or updated.
Watch TreatmentsTriggers when a new treatment is added or updated.
Watch UsersTriggers when a new user is created.
Watch Waiting ListsTriggers when a new entry is added to a waiting list.
Get an AppointmentRetrieves an appointment by specifying its details.
Get an InvoiceRetrieves an invoice based on the provided ID or criteria.
Get a PaymentRetrieves details of a specific payment.
Get a RoomRetrieves information about a specific room based on given criteria.
Get a SiteRetrieves a site from the service using its unique ID.
Get a TreatmentRetrieves information about a specific treatment.
Get a Treatment AppointmentRetrieves details of a treatment appointment from the system.
Get a Treatment PlanRetrieves a treatment plan for a specified patient or condition.
Get a UserRetrieves a user's information from the service.
Get a Waiting ListRetrieves a waiting list from the service.
List AppointmentsRetrieves all appointments from the service.
List Invoice ItemsRetrieves all invoice items.
List InvoicesRetrieves all invoices.
List PaymentsRetrieves all payments.
List RoomsRetrieves all rooms.
List Session AppointmentsRetrieves all session appointments.
List SitesRetrieves all the sites.
List Treatment AppointmentsRetrieves all treatment appointments.
List Treatment PlansRetrieves all treatment plans.
List TreatmentsRetrieves all treatments.
List UsersRetrieves all users.
List Waiting ListsRetrieves all waiting lists.
Create an AppointmentCreates an appointment in the scheduling system.
Create a PaymentCreates a payment transaction.
Delete an AppointmentDeletes an appointment from the system.
Delete a PaymentDeletes a payment record from the system.
Make an API CallPerforms an arbitrary authorized API request.
Update an AppointmentUpdates an appointment with specified details.
Update a SiteUpdates a site with new information or modifications.
Update a UserUpdates a user in the database with the provided information.

When to use Dentally

Common scenarios where Dentally automation saves time and reduces manual work.

Use Dentally's "Watch Appointments" trigger to react the instant an event occurs and push data into connected tools.
Automate "Get an Invoice" in Dentally as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Watch Invoice Items" from Dentally with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Dentally to WEXTL®

Field	Type	Help
API KeyRequired	password	You can get your API key from your practice’s account via Settings -> Developer Settings
EnvironmentRequired	select	—

Use in workflow automation

Start from Dentally’s Watch Treatment Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for support work, and every run records what went in and what came back.

Dentally workflow on the canvas: Watch Treatment Appointments then Create an Appointment

Frequently asked questions

Common questions about automating Dentally in your workflows.

Dentally has 12 triggers, including "Watch Appointments", "Watch Events", and "Watch Invoice Items", and more. Use them to start workflows the moment Dentally events fire — no polling required.

Field

Type

Help

API KeyRequired

password

You can get your API key from your practice’s account via Settings -> Developer Settings

EnvironmentRequired

select

—

Use in workflow automation

Start from Dentally’s Watch Treatment Appointments trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create an Appointment as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 42 ready-made steps for support work, and every run records what went in and what came back.

Dentally Integrations

When to use Dentally

How to connect

Use in workflow automation

Frequently asked questions

Dentally Integrations

When to use Dentally

How to connect

Connect Dentally to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Dentally to any app in workflows

Connect Dentally to any app in workflows

Connect Dentally to any app in workflows

Dentally Integrations

Dentally triggers and actions

When to use Dentally

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Dentally support?

What actions can I run in Dentally?

Do I need to write code to automate this?

Is the integration secure?

Dentally Integrations

Dentally triggers and actions

When to use Dentally

How to connect

Connect Dentally to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Dentally support?

What actions can I run in Dentally?

Do I need to write code to automate this?

Is the integration secure?

Connect Dentally to any app in workflows

Connect Dentally to any app in workflows

Connect Dentally to any app in workflows