Keep contact data quality checks easy to find
Give the next person working with a contact a short record of what was checked and what still needs attention.
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
Teams repeat the same checks when verification results are not recorded with the contact.
- Preserve a concise record of checked fields.
- Make unresolved data gaps visible to the next person.
- Reduce repeated lookups when a contact is handed off.
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 contact details and add a Capsule note describing confirmed fields and unresolved data.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one contact and review the note for clarity.
Questions about this workflow
Does this workflow change the party fields?
No. It records the results in a note. Use a party update workflow if you also want confirmed fields applied.
Can the note omit personal data?
Yes. Instruct Notis to record the check outcome and unresolved items without repeating sensitive values.
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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