Create Capsule CRM parties from qualified inbound leads
Send one webhook and let Notis turn complete, qualified prospect details into a clean Capsule CRM record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
New inquiries get buried across forms and chat, so promising prospects never become CRM contacts.
- Add complete contacts while context is fresh
- Keep qualification notes with the new record
- Reduce copy and paste between intake tools
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Capsule crm in the Notis portal.
- 2Create an automation and describe that qualified webhook payloads should create a Capsule CRM party.
- 3Pick the notis_webhook trigger and define the payload context in your instruction.
- 4Choose a report channel, then test with one real qualified lead.
Questions about this workflow
What must the webhook include?
Provide the person's or organisation's identifying details and any qualification context you want Notis to use.
Can Notis skip incomplete submissions?
Yes. Tell Notis which required details and qualification conditions must be present before creating the party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Capsule crm. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
0CodeKit and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.