STEP 1
Connect Capacity and eDesk
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 eDesk Integration
Keep Capacity and eDesk in sync by integrating their events and actions. When support events happen in Capacity, update the eDesk automatically - without any line of code in visual workflow builder.
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Learn about Capacity and eDesk
Detailed info you need to know about Capacity and eDesk integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capacity to eDesk
Set up your Capacity and eDesk integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity and eDesk 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 eDesk. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and eDesk work in WEXTL?
WEXTL exposes actions and triggers for Capacity and eDesk 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 triggerseDesk 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 a UserCreates a new user account and assigns them to the specified groups.
- 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 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 a UserPermanently deletes a user account and all their associated data.
- 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 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 a UserRetrieves a single user record by their 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.
- 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.
eDesk modules
- Create a MessageCreates a new message.
- Create a Sales OrderCreates a new sales order.
- Create a TagCreates a new tag.
- Create a TemplateCreates a new template.
- Create a TicketCreates a new ticket.
- Create an Order Note AttachmentAttaches a file to an order note.
- Create Order NoteCreates a new order note.
- Create Tracking Links for a Sales OrderCreates tracking links for a sales order.
- Delete a MessageDeletes an existing message.
- Delete a Sales OrderDeletes an existing sales order.
- Delete a TagDeletes an existing tag from the system.
- Delete a TemplateDeletes an existing template.
- Delete a TicketDeletes an existing ticket.
- Delete an Order NoteDeletes an existing order note.
- Delete Tracking LinksDeletes tracking links for a sales order.
- Get a MessageRetrieves a single message.
- Get a Sales OrderRetrieves a single sales order.
- Get a TagRetrieves a single existing tag.
- Get a TemplateRetrieves a single template.
- Get a TicketRetrieves a single existing ticket.
- Get an Order NoteRetrieves a single order note.
- Get Sales Order Tracking LinksRetrieves tracking links for a sales order.
- List ChannelsRetrieves all channels.
- List ContactsRetrieves all contacts.
- List Order NotesRetrieves all order notes.
- List Sales OrdersRetrieves all sales orders.
- List Tag GroupsRetrieves all tag groups.
- List TagsRetrieves all tags.
- List TemplatesRetrieves all templates.
- List TicketsRetrieves all tickets.
- List UsersRetrieves all users.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a MessageUpdates a message in a given service.
- Update a Sales OrderUpdates an existing sales order.
- Update a TagUpdates an existing tag in the service.
- Update a TemplateUpdates an existing template.
- Update a TicketUpdates a ticket's information in the system.
- Update an Order NoteUpdates an order note in the system.
- Update Sales Order Tracking LinksUpdates tracking links for a sales order.
- Update Ticket DataUpdates ticket data in the system.
- Watch ChannelsTriggers when there are updates in a channel.
- Watch ContactsTriggers when contact changes occur.
- Watch Order NotesTriggers when order note changes occur.
- Watch Sales OrdersTriggers when a sales order is updated.
- Watch Tag GroupsTriggers when a tag group is updated.
- Watch TagsTriggers when there is an update to a tag.
- Watch TemplatesTriggers when a template is updated.
- Watch TicketsTriggers when a ticket is updated.
- Watch UsersTriggers when user updates occur.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capacity and eDesk 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 eDesk.
Connect your Capacity and eDesk 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 "Create a Message" in eDesk. Capacity has 2 triggers (including Watch Articles and Watch Contacts); eDesk has 40 actions (including Create a Message, Create a Sales Order, and Create a Tag). 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-eDesk 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 eDesk) 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 + eDesk 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 eDesk integration.
- Capacity and eDesk integration source code, module specs and credentials implementation.
- Our Capacity and eDesk integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity and eDesk — 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
- eDesk integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library