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Notis

Update Capsule contact details with verified changes

Send a contact's new information to Notis. Addressfinder checks it before Capsule CRM is updated.

Trigger

Webhook received

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

Action

Update Capsule CRM Party

Updates an existing record for a person or organisation.

Why this helps

Contact updates can overwrite reliable CRM details with typos or unverified information.

  • Check changed contact details before applying them.
  • Keep existing party identity intact by updating a confirmed record.
  • Make contact cleanup easier to review through run reports.

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 verify submitted changes and update only the matching Capsule party after its identity is confirmed.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real contact update and confirm the intended party is changed.

Questions about this workflow

How does Notis know which party to update?

Include a reliable Capsule party identifier in the webhook data, or instruct Notis to match using identifying details and stop for review if the match is ambiguous.

Does this workflow update every field?

The instruction can limit changes to the submitted fields that Addressfinder verifies.

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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