Keep AeroLeads research beside the Capsule contact
Turn fresh research into a readable Capsule note so the next conversation starts with context.
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
Research gathered after a contact is created often stays in another tool and is hard to find before a call.
- Keep new research close to the existing contact record.
- Give teammates a short summary to review before outreach.
- Avoid redoing research when handing a prospect to someone else.
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 research notes.
- 3In one instruction, ask Notis to identify the matching Capsule contact and add a concise note from the submitted research; describe what to do if no match is found.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real research update and confirm the note appears on the intended record.
Questions about this workflow
Can this create an email or a task in Capsule?
No. This action creates a note entry. Capsule's listed API action does not create emails or tasks through this endpoint.
What if no matching contact exists?
Include instructions to report the unmatched submission for review instead of attaching a note to the wrong record.
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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