STEP 1
Connect Capacity and PTEverywhere
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 PTEverywhere Integration
Keep Capacity and PTEverywhere in sync by integrating their events and actions. When support events happen in Capacity, update the PTEverywhere automatically - without any line of code in visual workflow builder.
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Learn about Capacity and PTEverywhere
Detailed info you need to know about Capacity and PTEverywhere 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]
PTEverywhere
Physical therapy practice management platform for scheduling, documentation, billing, and patient engagement. [6]
How to connect Capacity to PTEverywhere
Set up your Capacity and PTEverywhere integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity and PTEverywhere 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 PTEverywhere. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and PTEverywhere work in WEXTL?
WEXTL exposes actions and triggers for Capacity and PTEverywhere 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 triggersPTEverywhere 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.
PTEverywhere modules
- Create an AppointmentBooks a new appointment for a patient with a specified therapist, service, location, and time slot.
- General Visit ReportRetrieves a summary report of clinic visits, including appointment counts, visit statuses, and provider activity.
- List Available Appointment BlocksRetrieves open time blocks available for booking appointments at a given location and therapist.
- List Clinic UsersRetrieves all user accounts associated with the clinic, including staff roles and access levels.
- List Contact Logs ReportRetrieves a filtered list of contact log entries showing communication history between clinic staff and patients.
- List Demographics ReportRetrieves aggregated demographic statistics and breakdowns for the patient population.
- List InventoryRetrieves all inventory items tracked by the clinic, including supplies and equipment records.
- List LocationsRetrieves all clinic locations configured in the account, including addresses and contact details.
- List Package Membership ReportRetrieves a usage and revenue report for packages, memberships, and credits across a specified date range.
- List Packages, Memberships & CreditsRetrieves all available treatment packages, membership plans, and credit bundles offered by the clinic.
- List Patient ReportRetrieves a detailed report on patient activity, visit history, and outcomes for a given period.
- List PatientsRetrieves all patient records in the clinic, optionally filtered by name, status, or other criteria.
- List Provider Revenue ReportRetrieves a revenue breakdown by provider, showing earnings and visit totals for a specified date range.
- List ServicesRetrieves all therapy services and treatment types offered by the clinic.
- List TherapistsRetrieves all therapists and providers registered in the clinic, including their specialties and schedules.
- Make an API CallExecutes an arbitrary authenticated request to the PTEverywhere API for actions not covered by other modules.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capacity and PTEverywhere 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 PTEverywhere.
Connect your Capacity and PTEverywhere 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 an Appointment" in PTEverywhere. Capacity has 2 triggers (including Watch Articles and Watch Contacts); PTEverywhere has 16 actions (including Create an Appointment, General Visit Report, and List Available Appointment Blocks). 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-PTEverywhere 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 PTEverywhere) 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 + PTEverywhere 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 PTEverywhere integration.
- Capacity and PTEverywhere integration source code, module specs and credentials implementation.
- Our Capacity and PTEverywhere integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity and PTEverywhere — 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
- PTEverywhere integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library