Connect Partner Contacts to the Work They Support
Keep the people involved in a partner initiative connected to its Capsule project.
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
A project can lack the partner contact who holds the context needed to move the work forward.
- Add an additional party to an existing Capsule project.
- Associate partner stakeholders with the engagement they support.
- Make project context easier to find from the contact record.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe how to confirm the existing party and project before linking them.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real partner contact and project example.
Questions about this workflow
Does this create the project or contact?
No. This action links an existing party to an existing project. The records need to be identifiable in Capsule.
What if several projects look relevant?
Have Notis report the possible matches for review rather than choosing an uncertain project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Capsule crm. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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