Turn a submitted lead into a verified Capsule contact
Send lead details to Notis. Addressfinder checks the contact data, and Capsule CRM gets a new party with the verified information.
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
New lead details arrive in different formats, and manual checks slow down adding them to the CRM.
- Check address, email, and phone details before creating a contact.
- Reduce manual copying between lead forms and Capsule CRM.
- Keep uncertain details visible for review instead of treating them as confirmed.
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 lead details with Addressfinder and create a Capsule party with confirmed information.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real lead example to test the workflow.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook with a lead's details.
Will it create a party if some details cannot be verified?
Tell Notis in the instruction to create a party only with confirmed details, or to route uncertain records for review.
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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