Create Capsule records with enriched lead details
Give Notis the lead details you have. Abstract can add available context before Notis creates a Capsule party.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
A sparse lead record can force you to research the same person or organization again before following up.
- Add available enrichment context at intake.
- Spend less time researching basic lead details.
- Create a Capsule party from the information returned.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should enrich the submitted lead using Abstract and create a Capsule party using the supplied and returned details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and review which details Abstract returns.
Questions about this workflow
Does Abstract guarantee that every lead will be enriched?
No. Results depend on the supplied details and what Abstract can return. The workflow should use only returned information and preserve unknowns as unknown.
Can this create a person or an organization?
The Capsule action supports creating a party for a person or organization. State which one to create in your instruction or include that choice in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Capsule crm. A trigger fires from one place; an action lands in another.
Abstract 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
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Connect any two apps with Notis in the middle.
Abstract and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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