Keep new ActiveTrail subscribers in Capsule CRM
A new subscriber can become a useful sales conversation. Send the signup details to Notis and have the contact added to Capsule 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
Copying subscriber details into a CRM adds friction and makes promising contacts easy to overlook.
- Reduce manual contact entry
- Keep subscriber details available to the sales team
- Start follow-up from the CRM
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 create a Capsule CRM party from each eligible subscriber request, using only the supplied contact details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real subscriber example and confirm the contact was created.
Questions about this workflow
Does ActiveTrail provide the trigger for this workflow?
No ActiveTrail trigger event is listed here. A Notis webhook starts the workflow when an HTTP request is sent to it.
Can Notis fill in details that the webhook does not include?
No. Provide the needed person or organisation details in the request, or ask Notis to leave unavailable information blank.
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.