Capture document-sourced contacts in Capsule CRM
Turn contact details captured in documents into a Capsule CRM record without typing them in twice.
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
New contact details collected in documents often stay disconnected from the people you need to follow up with.
- Capture new people from document-based contact details.
- Check for an existing record before adding a person.
- Keep extracted contact information in one CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to extract person details from submitted contact documents, check Capsule CRM for a likely match, and create a party when no suitable record exists.
- 4Select the webhook trigger and report channel.
- 5Test with one real contact document and verify the record.
Questions about this workflow
Does this work for every business card image?
Affinda must be able to process the submitted document. Test with the formats and image quality you expect to receive.
Can it update an existing contact instead?
This workflow is designed to create a missing party. For updates, use an instruction and action suited to updating a confirmed existing party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Capsule crm. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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