Skip to content
Notis

Clean up confirmed duplicate Capsule CRM parties

Once a duplicate is verified and references are clear, let Notis remove the extra party.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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.

Why this helps

Duplicate records clutter the CRM and create uncertainty about which contact is current.

  • Reduce duplicate confusion
  • Require an explicit confirmation signal
  • Keep cleanup actions reviewable

Setup

Build it in a few focused steps.

  • 1Connect 0CodeKit and Capsule crm.
  • 2Create an automation that deletes a party only when the webhook confirms the duplicate and no active references remain.
  • 3Select notis_webhook and define the confirmation context.
  • 4Choose a report channel and test with one disposable duplicate.

Questions about this workflow

Is deletion reversible?

The action fully deletes a specific party, so only use it after confirming the record is safe to remove.

Can this merge records?

No. It deletes the confirmed duplicate; any merge or data preservation must happen before the webhook.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.