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Notis

Save Adrapid campaign context in Capsule CRM

Keep creative decisions and results beside the customer record.

Trigger

Webhook received

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

Action

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

Why this helps

Sales teams often lack the campaign context behind a contact or deal.

  • Preserve asset URLs and performance context
  • Make handoffs easier
  • Create a searchable record of campaign work

Setup

Build it in a few focused steps.

  • 1Connect both apps in Notis.
  • 2Create an automation for campaign result logging.
  • 3Tell Notis to create a Capsule note containing only the Adrapid payload details and link it to the supplied party, opportunity, or project.
  • 4Choose the Notis webhook trigger and report channel.
  • 5Test with one real Adrapid result payload.

Questions about this workflow

Can the workflow download the asset?

It can record supplied metadata and links. Downloading or attaching files requires a supported attachment action and supplied access details.

Where is the note linked?

The payload must identify the Capsule party, opportunity, or project to receive the note.

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.

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.

Adrapid and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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