STEP 1
Connect Gorgias 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.
Gorgias and Heidi Integration
Connect Gorgias and Heidi to automate support workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Gorgias and Heidi
Detailed info you need to know about Gorgias and Heidi integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Gorgias to Heidi
Set up your Gorgias and Heidi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Gorgias 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 Gorgias and Heidi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Gorgias and Heidi work in WEXTL?
WEXTL exposes actions and triggers for Gorgias 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.
Gorgias triggersHeidi actions
Gorgias modules
- Cancel a JobCancels a job that is currently in progress or scheduled.
- Create a CustomerCreates a new customer in the system.
- Create a JobCreates a new job in the system.
- Create a TicketCreates a new ticket in the system.
- Create a Ticket MessageCreates a new ticket message.
- Create a UserCreates a new user in the system.
- Delete a CustomerDeletes a customer from the service.
- Delete a TicketDeletes a ticket from the system.
- Delete a Ticket MessageDeletes a message from a ticket in the service.
- Delete a UserDeletes a user from the service.
- Get a CustomerRetrieves a customer based on specified criteria.
- Get a JobRetrieves a job from the service.
- Get a TicketRetrieves a ticket by its ID.
- Get a Ticket MessageRetrieves a ticket message from the service.
- Get a UserRetrieves a specific user's information from the service.
- List CustomersRetrieves all customers.
- List JobsRetrieves all jobs.
- List Ticket MessagesRetrieves all ticket messages.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- List Voice Call RecordingsRetrieves all voice call recordings.
- List Voice CallsRetrieves all voice calls.
- Make an API CallPerforms an arbitrary authorized API call.
- Search ResourcesSearches for resources based on specified criteria.
- Update a CustomerUpdates a customer's details in the system.
- Update a JobUpdates a job with new information or changes.
- Update a TicketUpdates a ticket with new information or status changes.
- Update a Ticket MessageUpdates a ticket message in the system.
- Update a UserUpdates a user's information.
- Watch CustomersTriggers when a new customer is created.
- Watch JobsTriggers when a new job is created.
- Watch New Ticket MessagesTriggers when a new ticket message is created.
- Watch New UsersTriggers when a new user is created.
- Watch New Voice CallsTriggers when a new voice call is made.
- Watch TicketsTriggers when a new ticket is created.
- Watch Voice Call RecordingsTriggers when a new voice call recording is created.
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 Gorgias 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 Gorgias and Heidi.
Connect your Gorgias 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 Gorgias's "Watch Customers" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Gorgias has 7 triggers (including Watch Customers, Watch Jobs, and Watch New Ticket Messages); 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. Gorgias-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 Gorgias (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 Gorgias + 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 Gorgias and Heidi integration.
- Gorgias and Heidi integration source code, module specs and credentials implementation.
- Our Gorgias and Heidi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Gorgias 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.
- Gorgias integration information
- Heidi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library