Keep Capsule contact context current with scheduled research notes
Give newly gathered enrichment a dependable route into Capsule, ready before your next sales conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
When enrichment updates arrive gradually, important new details can stay scattered across sources.
- Bring periodic enrichment updates into the contact's CRM history.
- Keep research context available to anyone preparing for outreach.
- Review unmatched data through run reports instead of guessing at a record.
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 scheduled enrichment.
- 3In one instruction, identify the enrichment data source, ask Notis to match each item to a Capsule contact, and add a concise note for confirmed matches.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real enrichment update and confirm its note is on the correct contact.
Questions about this workflow
Will this update Capsule fields directly?
This workflow uses the note creation action to record supplied enrichment as a note. It does not update structured fields.
What happens when a match is uncertain?
Tell Notis to flag uncertain or unmatched items in its run report for review rather than attach details to a questionable contact.
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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