Process AeroLeads prospects into Capsule on a schedule
Batch your lead review into a predictable routine and let Notis handle the contact entry work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Entering prospects one by one can turn a focused research session into a long CRM cleanup task.
- Group contact entry into a repeatable review window.
- Check for likely existing Capsule records before creating contacts.
- Spend less time switching between prospecting and CRM entry.
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 prospect review.
- 3In one instruction, tell Notis where to retrieve the supplied prospect set, how to identify suitable leads, and to check Capsule before creating parties.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real prospect set and review the created contacts and run report.
Questions about this workflow
Does the schedule itself fetch AeroLeads records?
The schedule starts the automation. The instruction must identify an available way for Notis to retrieve the prospect set, such as supplied data or connected AeroLeads access.
How often can it run?
Choose the recurring schedule in the Notis automation setup according to your review routine.
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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