Can eDesk trigger actions in Heidi, and Heidi in eDesk?

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.

Do I need to write code to integrate eDesk and Heidi?

No. eDesk-to-Heidi automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic.

eDesk + Heidi Integration

Build support workflows between eDesk and Heidi on a visual canvas — map fields once and let data flow.

Example: when eDesk's "Watch Channels" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. eDesk has 9 triggers (including Watch Channels, Watch Contacts, and Watch Order Notes); Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format).

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eDesk triggersHeidi actions

eDesk workflow triggers

Heidi workflow actions

Frequently asked questions

Common questions about connecting eDesk and Heidi.

Connect your eDesk 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.

eDeskBrowse all eDesk triggers, actions, and integrations.

HeidiBrowse all Heidi triggers, actions, and integrations.

eDesk + Heidi Integration

Frequently asked questions

How do I connect eDesk and Heidi?

What can I automate between eDesk and Heidi?

Can eDesk trigger actions in Heidi, and Heidi in eDesk?

Do I need to write code to integrate eDesk and Heidi?

Explore eDesk and Heidi, or get started

eDesk + Heidi Integration

Frequently asked questions

How do I connect eDesk and Heidi?

What can I automate between eDesk and Heidi?

Can eDesk trigger actions in Heidi, and Heidi in eDesk?

Do I need to write code to integrate eDesk and Heidi?

Explore eDesk and Heidi, or get started