What actions can I run in Luma Health?

51 actions are available, including "Get Appointment", "Get Availability", and "Get Estimate", 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.

Luma Health Integrations

Patient engagement platform for healthcare providers that automates appointment scheduling, reminders, and two-way messaging. Route Luma Health tickets and replies into CRM, chat, and escalation workflows.

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Watch AppointmentsTriggers when a new appointment is created or updated in Luma Health.
Watch EstimatesTriggers when a new cost estimate is created or updated in Luma Health.
Watch MessagesTriggers when a new patient message is received or sent in Luma Health.
Watch OffersTriggers when a new waitlist appointment offer is created or its status changes.
Watch PatientsTriggers when a new patient record is created or an existing one is updated in Luma Health.
Watch RecallsTriggers when a new recall campaign is created or its status changes in Luma Health.
Watch UsersTriggers when a new staff user account is created or updated in the Luma Health organization.
Watch WaitlistsTriggers when a new waitlist entry is created or its status changes in Luma Health.
Get AppointmentRetrieves a single appointment record by its ID.
Get AvailabilityRetrieves a single provider availability slot by its ID.
Get EstimateRetrieves a single cost estimate record by its ID.
Get MessageRetrieves a single patient message by its ID.
Get OfferRetrieves a single waitlist appointment offer by its ID.
Get PatientRetrieves a single patient record by its ID.
Get Patient Contact PreferencesRetrieves the communication channel preferences (SMS, email, voice) for a specific patient.
Get RecallRetrieves a single patient recall campaign by its ID.
Get ReportRetrieves a single practice report by its ID.
Get UserRetrieves a single staff user account by its ID.
Get WaitlistRetrieves a single waitlist entry by its ID.
List AppointmentsSearches and returns a list of appointments matching the specified filters.
List AvailabilitiesReturns a list of open provider availability slots matching the specified criteria.
List EstimatesReturns a list of cost estimates matching the specified filters.
List MessagesReturns a list of patient messages matching the specified filters.
List OffersReturns a list of waitlist appointment offers matching the specified filters.
List PatientsReturns a list of patient records matching the specified search criteria.
List RecallsReturns a list of patient recall campaigns matching the specified filters.
List ReportsReturns a list of practice reports matching the specified filters.
List Scheduler AvailabilitiesReturns available booking slots from the Luma Health online scheduler for patient self-scheduling.
List UsersReturns a list of staff user accounts in the Luma Health organization.
List WaitlistsReturns a list of appointment waitlist entries matching the specified filters.
Create AppointmentBooks a new appointment for a patient at a specified date, time, and location.
Create EstimateGenerates a new cost estimate for a patient's upcoming treatment or procedure.
Create MessageSends a new chat message to a patient via the Luma Health messaging channel.
Create OfferCreates a new appointment offer to fill a cancellation slot on the patient waitlist.
Create PatientRegisters a new patient record in Luma Health with demographic and contact information.
Create RecallCreates a recall campaign to re-engage a patient due for a follow-up or preventive visit.
Create ReportGenerates a new operational or analytics report for the practice.
Create UserCreates a new staff user account in the Luma Health organization.
Create WaitlistAdds a patient to the appointment waitlist for a specified provider or time slot.
Delete AppointmentCancels and permanently removes an appointment record by its ID.
Delete EstimatePermanently removes a cost estimate record by its ID.
Delete OfferWithdraws and permanently removes a waitlist appointment offer by its ID.
Delete PatientPermanently removes a patient record from Luma Health by its ID.
Delete RecallPermanently removes a patient recall campaign by its ID.
Delete ReportPermanently removes a saved report by its ID.
Delete UserPermanently removes a staff user account from the Luma Health organization by its ID.
Delete WaitlistRemoves a patient entry from the appointment waitlist by its ID.
Make an API CallExecutes an arbitrary authenticated HTTP request against the Luma Health API.
Update AppointmentUpdates the details of an existing appointment such as time, provider, or status.
Update AvailabilityModifies the schedule or settings of an existing provider availability slot.
Update EstimateUpdates the details or amounts of an existing cost estimate.
Update Message VisibilityUpdates the read or visibility status of an existing patient message.
Update OfferUpdates the status or details of an existing waitlist appointment offer.
Update PatientUpdates the demographic or contact information of an existing patient record.
Update RecallUpdates the settings or status of an existing patient recall campaign.
Update ReportUpdates the configuration or parameters of an existing practice report.
Update SchedulerUpdates the configuration or rules of the Luma Health online patient scheduler.
Update UserUpdates the profile or permissions of an existing staff user account.
Update WaitlistUpdates the details or priority of an existing patient waitlist entry.

When to use Luma Health

Common scenarios where Luma Health automation saves time and reduces manual work.

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

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Luma Health to WEXTL®

Field	Type	Help
Client IDRequired	text	The Client ID provided by Luma Health. Retrieve it via GET /auth/clients in your Luma account.
Client SecretRequired	password	The Client Secret associated with your Client ID. Retrieve or rotate it via PATCH /auth/clients.

Use in workflow automation

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

Add Get Patient Contact Preferences 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 59 ready-made steps for support work, and every run records what went in and what came back.

Luma Health workflow on the canvas: Watch Patients then Get Patient Contact Preferences

Frequently asked questions

Common questions about automating Luma Health in your workflows.

Luma Health has 8 triggers, including "Watch Appointments", "Watch Estimates", and "Watch Messages", and more. Use them to start workflows the moment Luma Health events fire — no polling required.

Field

Type

Help

Client IDRequired

text

The Client ID provided by Luma Health. Retrieve it via GET /auth/clients in your Luma account.

Client SecretRequired

password

The Client Secret associated with your Client ID. Retrieve or rotate it via PATCH /auth/clients.

Use in workflow automation

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

Add Get Patient Contact Preferences 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 59 ready-made steps for support work, and every run records what went in and what came back.

Luma Health Integrations

When to use Luma Health

How to connect

Use in workflow automation

Frequently asked questions

Luma Health Integrations

When to use Luma Health

How to connect

Connect Luma Health to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Luma Health to any app in workflows

Connect Luma Health to any app in workflows

Connect Luma Health to any app in workflows

Luma Health Integrations

Luma Health triggers and actions

When to use Luma Health

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Luma Health support?

What actions can I run in Luma Health?

Do I need to write code to automate this?

Is the integration secure?

Luma Health Integrations

Luma Health triggers and actions

When to use Luma Health

How to connect

Connect Luma Health to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Luma Health support?

What actions can I run in Luma Health?

Do I need to write code to automate this?

Is the integration secure?

Connect Luma Health to any app in workflows

Connect Luma Health to any app in workflows

Connect Luma Health to any app in workflows