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Notis

Check Capsule owners for Adrapid work

Give campaign handoffs the user context needed for a clear owner.

Trigger

Webhook received

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

Action

List Users

Lists users in the account.

Why this helps

Routing decisions stall when current CRM users are not easy to inspect.

  • Support informed assignment
  • Improve handoff clarity
  • Reduce routing guesswork

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Capsule CRM.
  • 2Create an automation for ownership review.
  • 3Tell Notis to list Capsule users and summarize only the ownership context requested in the Adrapid payload.
  • 4Choose the Notis webhook trigger and report destination.
  • 5Test with a real routing request.

Questions about this workflow

Does this assign an owner?

No. It returns user information for a later action.

Can it validate availability?

Only information returned by Capsule and supplied criteria can be considered.

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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