Connect Adrapid stakeholders to projects
Keep every confirmed participant visible on the project record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Project Party
Adds a person or organization to a project as an additional party.
Why this helps
Project collaborators can be omitted from CRM records after campaign changes.
- Improve project visibility
- Support cleaner ownership handoffs
- Reduce missed collaborators
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Capsule CRM.
- 2Create an automation for confirmed project stakeholders.
- 3Tell Notis to add the supplied party ID to the supplied Capsule project ID based on the Adrapid payload.
- 4Choose the Notis webhook trigger and a report channel.
- 5Test with one stakeholder relationship.
Questions about this workflow
Does this create the stakeholder record?
No. The party must already exist in Capsule CRM.
Can a stakeholder be added to several projects?
Yes, send separate payloads with each confirmed project relationship.
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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