Give verified contacts a clear next step
Once contact details pass your checks, Notis can add a follow-up task in Capsule CRM with the due date you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
A verified contact still needs a next step, and that action can get lost after data cleanup.
- Turn verification into a concrete follow-up action.
- Include a due date supplied with the request.
- Keep the task linked to the relevant person or opportunity.
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 contact details and create a linked Capsule task only when they meet your criteria.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one verified contact and a due date.
Questions about this workflow
Where does the due date come from?
Include it in the webhook request or specify another reliable source in your instruction.
Will a task be created for a failed check?
Set the instruction to create tasks only after the specified details are confirmed, or define a separate review task for uncertain data.
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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