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Notis

Keep address check results with the Capsule contact

A submitted address gets checked and its result is recorded beside the relevant Capsule CRM party.

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

Address checks are easy to lose when the result lives separately from the contact record.

  • Keep verification context alongside the contact.
  • Record whether an address was confirmed or needs human review.
  • Avoid relying on memory or separate lookup history.

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 check submitted addresses and create a Capsule note on the identified party with the result and any uncertainty.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one address and verify the note appears on the intended party.

Questions about this workflow

What does the note contain?

The note can summarize the submitted address, the Addressfinder result, and any detail that needs review.

Can the workflow create a note without a party identifier?

It needs a reliable way to identify the party. If the match is unclear, instruct Notis to stop and report the issue.

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.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

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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