Keep Capsule contact details current
Send a clear contact change from your Ably-connected workflow and let Notis update the matching Capsule party.
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
Important contact corrections can linger in chat while the CRM record stays out of date.
- Record contact changes while the context is fresh.
- Avoid searching for the right party later when the request includes its id.
- Keep updates limited to the requested fields.
Setup
Build it in a few focused steps.
- 1Connect Ably and Capsule CRM once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe that the automation should update the specified Capsule party using only the changes in the request.
- 4Choose the Notis webhook trigger and a channel for run reports.
- 5Test with one real party id and a specific, safe contact change.
Questions about this workflow
Does the request need to identify the Capsule party?
Yes. Include the existing party id and the requested change so Notis can target the intended record.
Can it update a contact from a message without an id?
This action updates an existing party after its id is confirmed. The request should include that id.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Capsule crm. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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