Keep certificate recipients in Capsule CRM
Bring credential recipients into your relationship workflow so promising contacts do not disappear into a certificate list.
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
Recipient details live apart from the people and organisations you need to follow up with.
- Create a contact from recipient details in an incoming webhook request.
- Check for a likely existing contact before creating a duplicate.
- Keep credential-related relationships in the CRM you already use.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation and describe when a recipient should become a Capsule contact, including how to handle possible duplicates.
- 3Choose the Notis webhook trigger and arrange for the request to include the recipient details you need.
- 4Choose where run reports should go, then test with one real recipient example.
Questions about this workflow
Does Accredible provide a trigger event for this workflow?
No. Start it with a Notis webhook request containing the recipient details. Accredible certificates has no listed integration trigger events.
Will it create a duplicate contact?
Tell Notis to check Capsule for a matching person or organisation before creating a new party. Review ambiguous matches in the run report.
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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