Bring AccuLynx job details into Capsule projects
Create a Capsule project from an AccuLynx job handoff and keep the customer and work context together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
When job context is split across tools, founders have to reconstruct the customer and project details before they can act.
- Carry job context into a Capsule project record.
- Associate the project with the relevant party when the supplied details support a match.
- Give the team one more place to see the work tied to a customer.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Capsule CRM once in the Notis portal.
- 2Create an automation and describe how an AccuLynx job should become a Capsule project.
- 3Pick the Notis webhook trigger and have your connected system send job and party details.
- 4Choose where run reports should go.
- 5Test with one real job and confirm the project is associated with the intended party.
Questions about this workflow
Does this workflow run when an AccuLynx job is created?
No AccuLynx trigger events are listed. It runs when an external system sends job information to the Notis webhook.
What if the customer cannot be matched?
Tell Notis to flag missing or ambiguous party details for review rather than creating a project with an uncertain association.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Capsule crm. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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