STEP 1
Connect Capacity 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.
Capacity and Heidi Integration
Connect Capacity 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 Capacity and Heidi
Detailed info you need to know about Capacity and Heidi integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capacity to Heidi
Set up your Capacity and Heidi integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity 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 Capacity and Heidi. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and Heidi work in WEXTL?
WEXTL exposes actions and triggers for Capacity 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.
Capacity triggersHeidi 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.
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 Capacity 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 Capacity and Heidi.
Connect your Capacity 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 Capacity's "Watch Articles" fires, WEXTL can "Add Sessions to Patient Profile" in Heidi. Capacity has 2 triggers (including Watch Articles and Watch Contacts); 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. Capacity-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 Capacity (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 Capacity + 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 Capacity and Heidi integration.
- Capacity and Heidi integration source code, module specs and credentials implementation.
- Our Capacity and Heidi integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity 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.
- Capacity integration information
- Heidi integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library