Turn AeroLeads prospect research into Capsule follow-up tasks
Capture the next action while the prospect is still fresh, with a task your team can find in Capsule.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
A researched lead can be easy to forget when the next step stays in a note or someone else's head.
- Record the next action in the CRM your team uses.
- Keep the follow-up tied to the relevant contact when its identity is supplied.
- Reduce the chance that promising leads lose momentum.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead follow-up.
- 3In one instruction, ask Notis to create a Capsule task from the submitted next step and due date, and to flag missing contact or date details for review.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect and verify the task details and associations in Capsule.
Questions about this workflow
Can Notis choose a follow-up date automatically?
The workflow can use a date you supply or a timing rule you state in the instruction. If no due-date rule or date is provided, have it flag the item for review.
Can this send the follow-up email?
No. The listed Capsule action creates a task. It does not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Capsule crm. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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