Keep campaign context with the Capsule record
Save the useful context from a marketing handoff where the sales conversation is tracked.
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
Sales teams lose context when campaign responses and customer details sit in a separate system.
- Keep supplied campaign context near the related record.
- Make handoffs easier to pick up later.
- Avoid copying campaign notes by hand.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to add a Capsule note with the campaign context and link information provided by the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real campaign handoff to test note creation.
Questions about this workflow
Can this create an email or task entry?
No. The listed Create Entry action can create note type entries only.
What record can the note be attached to?
A party, opportunity, or project. Include enough information in the webhook to identify the intended record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Capsule crm. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign 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.