Confirm the Capsule user behind an Adrapid workflow
Know which authenticated CRM account will receive the next action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Current User
Retrieves the authenticated user’s details and task reminder settings.
Why this helps
Automations become confusing when the active CRM identity is unclear.
- Clarify account identity
- Support auditability
- Reduce setup confusion
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Capsule CRM.
- 2Create an automation for authenticated user checks.
- 3Tell Notis to retrieve the current Capsule user and relate the result to the supplied Adrapid workflow context.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with one real workflow request.
Questions about this workflow
Does this change account settings?
No. It only retrieves the current authenticated user's details.
Why include Adrapid context?
The payload identifies which campaign or handoff needs the identity check.
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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