Keep credential verification context in Capsule
Bring verification review findings into the relationship record your team already uses to understand a contact.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Verification context can be hard to find later when it stays outside the CRM conversation history.
- Review verification information available to the connected integration.
- Add relevant findings to the matching Capsule party as a note.
- Make missing recipient matches visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that reviews available verification information and records relevant findings as notes on matching parties.
- 3Choose a Notis recurring schedule and set the review cadence.
- 4Choose a run-report destination, then test with one real verification example.
Questions about this workflow
Does this assume Accredible exposes a verification history field?
No. It can use only information available through the connected integration. Have Notis report when the data needed for your review is unavailable.
Can it update verification fields in Capsule?
This workflow creates a note entry. It does not update Capsule custom fields.
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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