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Notis

Keep abuse report details with the customer record

Send an abuse report event to Notis and keep the relevant details beside the customer relationship in Capsule CRM.

Trigger

Webhook received

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

Action

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

Why this helps

Security reports can arrive in one system while customer context lives in another, making it easy to miss the connection.

  • Keep report context with the relevant party
  • Reduce manual copying between security and CRM tools
  • Avoid creating a note when the matching party is ambiguous

Setup

Build it in a few focused steps.

  • 1Connect Abuselpdb and Capsule CRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to summarize incoming abuse report details and add a note to the matching Capsule party, asking for review if the match is unclear.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real abuse report and confirm the note is attached to the intended party.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Abuselpdb does not provide a trigger event in this package.

What if Notis cannot identify the right Capsule party?

The instruction should have Notis report the ambiguity rather than attach the note to a guessed record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abuselpdb to Capsule crm. A trigger fires from one place; an action lands in another.

Abuselpdb 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

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

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

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Abuselpdb and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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