Keep Capsule CRM current after every 21risk check
Turn a completed risk check into a precise CRM update while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Verified compliance changes get lost when someone has to retype them later.
- Capture verified changes promptly
- Reduce duplicate data entry
- Preserve a reliable customer record
Setup
Build it in a few focused steps.
- 1Connect 21risk and Capsule CRM in Notis.
- 2Create an automation that identifies the confirmed party and applies only the requested update.
- 3Choose notis_webhook and describe the risk result and party details in one instruction.
- 4Pick a report destination and test with a safe example record.
Questions about this workflow
Does this update any party automatically?
Notis should update only the party identified and confirmed in the request.
Can it remove outdated details?
Yes, when the instruction clearly identifies the existing field and the replacement or removal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Capsule crm. A trigger fires from one place; an action lands in another.
21risk 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.
21risk 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.