Capture ActiveMerge document recipients in Capsule CRM
Keep the people connected to generated documents easy to find in your CRM.
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 from document workflows can stay scattered across files and messages instead of reaching your contact list.
- Add recipient details to Capsule CRM as the document workflow runs.
- Reduce repeated contact entry after document generation.
- Keep document activity connected to your sales records.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge through the webhook sender and connect Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Capsule CRM party from the person or organisation details in each ActiveMerge request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example and check the created party in Capsule CRM.
Questions about this workflow
Does ActiveMerge provide a built-in trigger here?
No. ActiveMerge has no listed trigger event, so this workflow starts when its sender posts an HTTP request to the Notis webhook.
What details should the request include?
Include the person or organisation details you want added. Notis can only create a useful record from details present in the request.
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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