Find matching Capsule records from Adrapid
Route campaign work to the right CRM records with a focused query.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Filter Query
Finds people, organisations, opportunities, or projects that match filter conditions.
Why this helps
Manual CRM searching slows down campaign follow-up and handoffs.
- Reduce repeated searching
- Route work to matching records
- Use campaign context consistently
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Capsule CRM.
- 2Create an automation for campaign record lookup.
- 3Tell Notis to run a Capsule filter query using only the criteria supplied in the Adrapid payload, then report matching IDs and names.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with a real payload and known matching record.
Questions about this workflow
Can the query search any Capsule entity?
It can query supported parties, opportunities, or cases using supplied structured criteria.
Does it change records?
No. This workflow only returns matching records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Capsule crm. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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