Keep campaign responses with the right CRM record
Put campaign context where follow-up happens. Send a response summary to Notis and save it as a Capsule CRM note.
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
Campaign activity can be separated from sales conversations, leaving teammates without the context they need.
- Keep response context with a CRM record
- Make handoffs easier to understand
- Avoid manually writing the same campaign summary
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to find the relevant Capsule CRM record from the supplied identifier and add a note summarizing the supplied campaign response.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real response and verify the note is linked to the intended record.
Questions about this workflow
What campaign data can the workflow use?
It can use campaign response details included in the webhook request or returned by an authorized ActiveTrail connection. It cannot assume fields or history that are not available.
Can this create an email or completed task entry?
The listed Capsule CRM action creates note entries only. It does not create email or task entries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.