Check Capsule history before campaign follow-up
See what has already happened before creating another sales action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Entries By Date
Lists notes, emails, and completed tasks from newest to oldest.
Why this helps
Repeated outreach happens when recent CRM history is hard to find.
- Avoid duplicate outreach
- Understand recent activity
- Make better follow-up decisions
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Capsule CRM.
- 2Create an automation for campaign history review.
- 3Tell Notis to list Capsule entries by date for the party, opportunity, or project IDs supplied in the Adrapid payload.
- 4Choose the Notis webhook trigger and report channel.
- 5Test with a real campaign result.
Questions about this workflow
What entries are returned?
Capsule can return notes, emails, and completed party tasks supported by the list entries action.
Does this create a follow-up?
No. It provides history for a later decision.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.