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

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 Halo and Heidi?

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

Halo + Heidi Integration

Connect Halo and Heidi to automate support work — trigger in one app, run actions in the other, wired in minutes.

Example: when Halo's "Watch Clients" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Halo has 7 triggers (including Watch Clients, Watch Items, and Watch Opportunities); Heidi has 36 actions (including Add Sessions to Patient Profile, Ask Heidi, and Convert Note to Sectional Format).

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Halo triggersHeidi actions

Halo workflow triggers

Heidi workflow actions

Frequently asked questions

Common questions about connecting Halo and Heidi.

Connect your Halo 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.

HaloBrowse all Halo triggers, actions, and integrations.

HeidiBrowse all Heidi triggers, actions, and integrations.

Halo + Heidi Integration

Frequently asked questions

How do I connect Halo and Heidi?

What can I automate between Halo and Heidi?

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

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

Explore Halo and Heidi, or get started

Halo + Heidi Integration

Frequently asked questions

How do I connect Halo and Heidi?

What can I automate between Halo and Heidi?

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

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

Explore Halo and Heidi, or get started