Keep investigation updates in the relationship record
Turn a new abuse investigation update into a readable Capsule CRM note for the identified party.
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
Investigation updates can be scattered across messages, leaving relationship owners without the latest context.
- Keep investigation summaries easy to find
- Capture relevant report references and status
- Avoid attaching updates to the wrong party
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 name it for investigation updates.
- 3Tell Notis to summarize the supplied investigation update as a note for the identified party and flag missing or unclear party details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real update and verify the party and note content.
Questions about this workflow
Does this workflow fetch investigation updates by itself?
The webhook starts when an external system sends an HTTP request. The request should include the update and the party identification.
Can it create email entries in Capsule?
No. The listed API action creates note type entries. Emails and tasks cannot be created through that entry action.
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.
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
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
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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