Keep Capsule Partner Contacts Current
Send changed partner details to Notis and update the matching Capsule contact without re-entering the record yourself.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Contact changes are easy to miss when partner information and CRM records are maintained in separate places.
- Update an existing party using new details supplied by webhook.
- Require a reliable identity match before changing a record.
- Reduce repeated manual edits to partner contact records.
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 matching party and update only the supplied changed details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real partner update and review the changed contact.
Questions about this workflow
Will the workflow guess which contact to update?
Instruct Notis to update only when the supplied details identify a Capsule party reliably. Ambiguous matches should be reported for review.
Can this monitor changes in Adtraction directly?
No Adtraction trigger events are listed. A notis_webhook starts the workflow when a request containing the partner update is sent.
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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