Keep Adtraction Partner Leads in Capsule
Send partner details to Notis and keep Capsule up to date without stopping to create each contact by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Partner details can sit in affiliate dashboards or messages while you switch tasks, making promising relationships easy to overlook.
- Create a Capsule party from partner details supplied with the webhook.
- Check for an existing matching party before creating a contact.
- Keep partner onboarding moving with less manual CRM entry.
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 Notis should check for an existing party and create a new one from the supplied partner details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real partner example and review the result.
Questions about this workflow
Does Adtraction start this workflow automatically?
Adtraction has no trigger event in this setup. A notis_webhook starts the automation when an HTTP request is sent with partner details.
What details should the webhook provide?
Supply the person or organisation details you want Notis to use, such as a name and available contact information. Notis should avoid creating a record when the details are insufficient or a likely duplicate exists.
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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