Give Partner Businesses a Clear Capsule Record
Capture partner organisations in Capsule with a duplicate check before the record is created.
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
Business partner details can be buried in affiliate platform records, making it harder to maintain a reliable relationship history.
- Create an organisation party from supplied business details.
- Check for an existing matching organisation before creation.
- Keep business relationship records in the CRM.
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 verify the organisation is not already in Capsule before creating it.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real organisation example and review the new party.
Questions about this workflow
Can this create a person contact instead?
This workflow is for partner organisations. Use a separate prompt or automation if you also need to create person parties from supplied details.
What if the organisation already exists?
Have Notis stop and report the matching record rather than create a duplicate.
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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