Find credential recipients missing from Capsule
A recurring coverage check helps keep the people represented in Accredible visible in your CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Parties
Lists contacts in the account.
Why this helps
Some credential recipients never make it into Capsule, so relationship context and follow-up can be missed.
- Compare recipient information available from Accredible with Capsule parties.
- Report likely missing records for review.
- Reduce repeated manual checking across the credential list and CRM.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that compares available recipient details with Capsule parties and reports likely missing matches.
- 3Choose a Notis recurring schedule and set the review cadence.
- 4Choose where run reports should go, then test with one real recipient and contact example.
Questions about this workflow
Does this create missing contacts?
This workflow lists Capsule parties and reports likely gaps. It does not create records; review the findings before choosing a contact-creation workflow.
How does it decide whether a party matches?
Tell Notis which recipient details to compare, such as an email address when available. Ambiguous matches should be reported for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.