Track document engagements as Capsule CRM projects
Give client document work a clear home alongside the people and opportunities involved.
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
Client document work can span multiple files without a corresponding project to track the engagement.
- Create a project when a new engagement is represented in the request.
- Keep the engagement connected to the supplied party.
- Make document-related client work easier to track.
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 name it.
- 3Tell Notis to create a Capsule CRM project from each new engagement request when the project and party details are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real engagement request and confirm the project in Capsule CRM.
Questions about this workflow
Does this create a project for every generated file?
No. Instruct Notis to create a project only for requests that represent a new engagement, and include the required details.
Can this attach additional contacts?
This workflow creates a project. Adding an additional party requires a separate Capsule CRM action.
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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