Give Important Partner Engagements a Home
When an affiliate relationship needs coordinated work, create a Capsule project from the engagement details sent to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
Multi-step partner work can get scattered across messages and reports without a clear place to track the engagement.
- Create a project for a partner engagement submitted by webhook.
- Associate the project with a matching party when identity is clear.
- Keep coordinated work visible in Capsule.
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 which engagements warrant a project and how to link the matching Capsule party.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real engagement example and review the project.
Questions about this workflow
Does every partner need a project?
No. Specify which engagements warrant coordinated project tracking, such as a launch or a defined partner initiative.
Can it create a project without a known party?
The project action is described as creating a project associated with a party. Supply enough information to identify the party, or have Notis report the case for review.
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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