STEP 1
Connect Capacity and Tebra
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 Tebra Integration
Build support workflows between Capacity and Tebra on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Capacity and Tebra
Detailed info you need to know about Capacity and Tebra integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Capacity to Tebra
Set up your Capacity and Tebra integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Capacity and Tebra 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 Tebra. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Capacity and Tebra work in WEXTL?
WEXTL exposes actions and triggers for Capacity and Tebra 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 triggersTebra 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.
Tebra modules
- Create a DocumentCreates a new document and attaches it to a patient record.
- Create a PatientCreates a new patient record in the specified practice.
- Create a PaymentRecords a new payment against a patient account or charge.
- Create an AppointmentBooks a new appointment for a patient with a specified provider.
- Create an EncounterCreates a new clinical encounter record linked to a patient and appointment.
- Delete a DocumentPermanently deletes a document from a patient record by its ID.
- Delete an AppointmentCancels and removes an appointment by its ID.
- Get a PatientRetrieves a single patient by ID, including all cases, insurance policies, and authorizations.
- Get an AppointmentRetrieves the full details of a single appointment by its ID.
- Get Encounter DetailsRetrieves the full clinical and billing details of a specific encounter by its ID.
- Get Procedure CodeRetrieves the details of a specific procedure (CPT) code by its ID.
- List Appointment ReasonsReturns all appointment reason types defined for a practice.
- List AppointmentsReturns a paginated list of appointments filtered by date range, provider, or status.
- List ChargesReturns a list of charges and claims matching the specified filter criteria.
- List PatientsReturns a list of patient records matching the specified search and filter criteria.
- List PaymentsReturns payment records matching the specified date range and filter criteria.
- List PracticesReturns a list of practices accessible under the connected account.
- List ProvidersReturns a list of providers belonging to a practice.
- List Service LocationReturns a list of service locations configured for a practice.
- List TransactionsReturns financial transaction records for a practice within a specified date range.
- Make an API CallExecutes an arbitrary authenticated request to the Tebra API.
- Update a PatientUpdates demographic or contact information on an existing patient record.
- Update an AppointmentUpdates the details of an existing appointment such as time, provider, or notes.
- Update Appointment StatusChanges the status of an appointment (e.g. confirmed, checked-in, cancelled).
- Update Encounter StatusChanges the billing or clinical status of an existing encounter.
- Update Primary Patient CaseUpdates the primary case record for a patient, including insurance and billing details.
- Watch ChargesTriggers when new charges or claims are created or updated in the practice.
- Watch PatientsTriggers when a new patient record is created or an existing one is updated.
- Watch PaymentsTriggers when a new payment is posted or an existing payment is modified.
- Watch PracticesTriggers when practice settings or details are created or updated.
- Watch ProvidersTriggers when a new provider is added or an existing provider record is updated.
- Watch Service LocationsTriggers when a service location is created or its details are changed.
- Watch TransactionsTriggers when new financial transactions are recorded for a practice.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Capacity and Tebra 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 Tebra.
Connect your Capacity and Tebra 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 Document" in Tebra. Capacity has 2 triggers (including Watch Articles and Watch Contacts); Tebra has 26 actions (including Create a Document, Create a Patient, and Create a Payment). 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-Tebra 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 Tebra) 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 + Tebra 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 Tebra integration.
- Capacity and Tebra integration source code, module specs and credentials implementation.
- Our Capacity and Tebra integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Capacity and Tebra — 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
- Tebra integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library