Turn WhatsApp Leads into Capsule Contacts
Capture the details a lead shares in WhatsApp and add a useful contact record to Capsule without switching apps.
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
Promising introductions get buried in chat threads before anyone adds them to the CRM.
- Capture contact details while the conversation is fresh.
- Skip creation when the message does not provide enough information.
- Reduce manual re-entry between WhatsApp and Capsule.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Capsule party from a WhatsApp message when it contains enough contact details, and to ask for missing details instead of guessing.
- 4Choose a webhook trigger and arrange for 2chat to send the relevant message data to it.
- 5Choose a report channel, then test with one real lead message.
Questions about this workflow
What details should the message include?
Include enough information to identify the person or organization and any contact details you want saved. Notis should leave unknown details blank rather than infer them.
Will every WhatsApp message create a contact?
No. Instruct Notis to create a party only when the message contains sufficient details for a new record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Capsule crm. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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