Add researched AeroLeads prospects to Capsule CRM
Send a prospect and their research to Notis, then keep the contact and its context together in Capsule.
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
Manually copying prospect details into a CRM interrupts research and can leave useful context behind.
- Capture researched prospects without interrupting lead discovery.
- Keep supplied research context with the new contact.
- Reduce duplicate data entry between prospecting and CRM work.
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 give it a clear name.
- 3In one instruction, tell Notis to review each submitted prospect, check Capsule for a likely existing contact, and create a party only when appropriate.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real prospect and review the resulting Capsule record.
Questions about this workflow
How does this workflow start?
A Notis webhook starts it when an HTTP request submits prospect details and any research context.
Will it create duplicate contacts?
Tell Notis to check Capsule for a likely match before creating a party. Review the first test to confirm your matching criteria work for your records.
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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