Keep credential issuance history with the contact
Give your team the certificate context they need without asking someone to search Accredible again.
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
When credential history is separate from customer records, the reason for a relationship update is easy to lose.
- Add issuance context to the relevant Capsule record.
- Keep certificate identifiers and dates with the relationship history when supplied.
- Reduce manual copying between credential and CRM records.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that finds the matching Capsule party and records the credential issuance details as a note.
- 3Choose the Notis webhook trigger and arrange for requests to include the certificate and recipient details.
- 4Choose a run-report destination, then test with one real issuance example.
Questions about this workflow
What can the Capsule action create?
This action creates note entries. Capsule's API endpoint here does not create emails or tasks.
What if the request does not identify a Capsule contact?
Tell Notis to report the missing or ambiguous match for review instead of attaching the note to an uncertain record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Capsule crm. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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