Keep document updates with the right CRM record
Give your team the document context they need without searching through separate tools.
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
A generated, merged, or signed document can leave no clear summary on the related CRM record.
- Keep document context alongside the related CRM record.
- Make key document milestones easier to review later.
- Reduce manual note taking after document work.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge's webhook sender and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to write a concise note from each document update and link it using the record details supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real document update and confirm the note appears on the intended record.
Questions about this workflow
Can this create email or task entries?
No. Capsule CRM's listed create-entry action creates notes only.
What does the webhook need to identify?
Provide the document update and enough Capsule CRM record information to link the note to its party, opportunity, or project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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