Add checked business details to Capsule CRM
Send a business inquiry to Notis and create an organisation record after its submitted details are checked.
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
Business records often arrive with inconsistent addresses and contact channels that require manual cleanup.
- Check business contact details before adding an organisation.
- Keep incoming company records more consistent.
- Avoid creating a CRM record from clearly incomplete or uncertain details.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Capsule CRM once in Notis.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, ask Notis to validate submitted business details and create an organisation party only when the required information is confirmed.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real business record.
Questions about this workflow
Can this create a person record instead?
This workflow is for organisation parties. Use a separate instruction or workflow for people.
Which details should be required?
Specify the minimum fields your team needs, such as business name and a confirmed address or contact channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Capsule crm. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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