STEP 1
Connect Capacity and CharmHealth
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Capacity and CharmHealth Integration
Connect Capacity and CharmHealth 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Capacity and CharmHealth
Detailed info you need to know about Capacity and CharmHealth integrations in WEXTL. Explore which modules apps support and how you connect them.
Capacity
AI-powered support automation platform that deflects tickets by answering questions, routing requests, and managing knowledge across teams. [5]
CharmHealth
Cloud EHR for patients, appointments, encounters, and clinical records. [6]
How to connect Capacity to CharmHealth
Set up your Capacity and CharmHealth integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity and CharmHealth 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 Capacity and CharmHealth. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and CharmHealth work in WEXTL?
WEXTL exposes actions and triggers for Capacity and CharmHealth 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.
Capacity triggersCharmHealth actions
Capacity modules
- Activate a UserReactivates a previously deactivated user account, restoring their access to the platform.
- Add an Exchange to InputAdds a new input variant to an existing exchange.
- Add an Exchange to OutputAdds a new output variant to an existing exchange.
- Create a ContactCreates a new contact record in Capacity.
- Create a Custom FieldCreates a new custom field definition for extending entity data models.
- Create a DirectoryCreates a new directory for organizing files and folders.
- Create a FolderCreates a new folder within a directory to organize content.
- Create a GroupCreates a new user group for organizing team members and managing permissions.
- Create an AccountCreates a new account record in Capacity.
- Create an ArticleCreates a new knowledge base article in Capacity.
- Create an ExchangeCreates a new exchange with at least one input and one output for automated Q&A responses.
- Create a UserCreates a new user account and assigns them to the specified groups.
- Create or Update User AttributesInserts or updates custom attribute values for an existing user.
- Deactivate a UserDeactivates a user account, suspending their access without deleting their data.
- Delete a ContactPermanently deletes a contact record and all associated data.
- Delete a Custom FieldPermanently deletes a custom field definition and removes it from all entities.
- Delete a DirectoryPermanently deletes a directory and all its contained files and folders.
- Delete a FilePermanently deletes a single uploaded file by its ID.
- Delete a FolderPermanently deletes a folder, all its subfolders, and their contents.
- Delete a GroupPermanently deletes a user group from Capacity.
- Delete an AccountPermanently deletes an account record from Capacity.
- Delete an ExchangePermanently deletes an exchange and all its associated inputs and outputs.
- Delete an Exchange InputDeletes a specific input variant belonging to an exchange.
- Delete an Exchange to OutputDeletes a specific output variant belonging to an exchange.
- Delete a UserPermanently deletes a user account and all their associated data.
- Delete Multiple FilesPermanently deletes a list of uploaded files in a single request.
- Delete User AttributesDeletes a specific custom attribute from a user by its key.
- Disable a DirectoryDisables access to a directory for a specific user group.
- Enable a DirectoryEnables access to a directory for a specific user group.
- Get a ContactRetrieves a single contact record by its ID.
- Get a Custom FieldRetrieves detailed information about a specific custom field definition by its ID.
- Get a DirectoryRetrieves a single directory record by its ID.
- Get a FolderRetrieves a single folder record by its ID.
- Get a GroupRetrieves a single user group record by its ID.
- Get an AccountRetrieves a single account record by its ID.
- Get an ExchangeRetrieves a single exchange record by its ID.
- Get an Exchange InputRetrieves a specific input variant belonging to an exchange.
- Get an Exchange to OutputRetrieves a specific output variant belonging to an exchange.
- Get an Uploaded FileRetrieves metadata and download details for a single uploaded file by its ID.
- Get a UserRetrieves a single user record by their ID.
- List AccountsReturns a paginated list of account records.
- List ArticlesReturns a paginated list of knowledge base articles.
- List ContactsReturns a paginated list of contact records.
- List Custom FieldsReturns a paginated list of custom field definitions, with optional filtering by name.
- List DirectoriesReturns a paginated list of directory records.
- List ExchangesReturns a paginated list of exchange records.
- List FilesReturns a paginated list of uploaded files.
- List FoldersReturns a paginated list of folders within a directory.
- List Group DirectoriesReturns a paginated list of directories accessible to a specific group.
- List GroupsReturns a paginated list of user groups.
CharmHealth modules
- Get a Care PlanRetrieves a specific care plan.
- Get a Care TeamRetrieves a specific care team.
- Get a Diagnostic ReportRetrieves a specific diagnostic report.
- Get an AppointmentRetrieves a specific appointment.
- Get an EncounterRetrieves a specific encounter.
- Get a PatientRetrieves a specific patient.
- Get a PractitionerRetrieves a specific practitioner.
- Get a ProcedureRetrieves a specific procedure.
- Get a Questionnaire ResponseRetrieves a specific questionnaire response.
- List AppointmentsRetrieves a list of appointments.
- List Care PlansRetrieves a list of care plans.
- List Care TeamsRetrieves a list of care teams.
- List Diagnostic ReportsRetrieves a list of diagnostic reports.
- List EncountersRetrieves a list of encounters.
- List PatientsRetrieves a list of patients.
- List PractitionersRetrieves a list of practitioners.
- List ProceduresRetrieves a list of procedures.
- List Questionnaire ResponsesRetrieves a list of questionnaire responses.
- Make an API CallPerforms an arbitrary authorized API request.
- Watch AppointmentsTriggers when a new appointment is created.
- Watch Diagnostic ReportsTriggers when a new diagnostic report is available.
- Watch EncountersTriggers when a new encounter is created.
- Watch PatientsTriggers when there is new activity or changes related to patients.
- Watch ProceduresTriggers when new procedures are created or modified.
- Watch Questionnaire ResponsesTriggers when new questionnaire responses are submitted.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capacity and CharmHealth integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Capacity and CharmHealth.
Connect your Capacity and CharmHealth 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 Capacity's "Watch Articles" fires, WEXTL can "Get a Care Plan" in CharmHealth. Capacity has 2 triggers (including Watch Articles and Watch Contacts); CharmHealth has 19 actions (including Get a Care Plan, Get a Care Team, and Get a Diagnostic Report). 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. Capacity-to-CharmHealth 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 Capacity (or CharmHealth) 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 Capacity + CharmHealth 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 Capacity and CharmHealth integration.
- Capacity and CharmHealth integration source code, module specs and credentials implementation.
- Our Capacity and CharmHealth integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity and CharmHealth — 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.
- Capacity integration information
- CharmHealth integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library