Capsule CRM and HeroHealth integrations and automations

Seamlessly connect Capsule CRM and HeroHealth. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Capsule CRM
  • New event Real-time
    New event in Capsule CRM
  • New record
    New record in Capsule CRM.

    • Any other trigger you can think up

Actions

Do this…

Capsule CRM
  • Custom action
    Custom action in Capsule CRM (Custom)
  • Create record
    Create record in Capsule CRM
  • Get record details by ID
    Get record by ID in Capsule CRM
  • Search records
    Search records in Capsule CRM
  • Update record
    Update record in Capsule CRM

    • Any other action you can think up

HeroHealth
  • Create Booking Link
    Create Booking Link in Hero health
  • Get appointment types
    Get appointment types in Hero health
  • Get Locations
    Get Locations in Hero health
  • Get Practioners
    Get Practioners in Hero health
  • Register Patient Pds
    Sends minimal patient information to Hero to allow us to trace a patient against the Spine and return their Hero patient_id. If not existing in Hero, the patient record will also be created for that practice group as part of this request.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation