Keep Transaction Investigation Context in Capsule
Record why a transaction needs investigation and what is known so the next person does not have to reconstruct the case.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
When a transaction needs review, the reason and context can be scattered between messages and reports.
- Capture investigation context as a Capsule note.
- Link the note to a matching party or opportunity when clear.
- Preserve supplied facts for later review.
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 transaction details and investigation context to record, and how to identify the related Capsule record.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real investigation example and review the note.
Questions about this workflow
Will the note determine whether a transaction is invalid?
No. It records supplied investigation information. Notis should not infer a conclusion that is absent from the submitted details.
What if no related party or opportunity is found?
Have Notis report the transaction and preserve it for review instead of attaching the note to an uncertain record.
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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