Keep contract context with the CRM record
Summarize the important terms Affinda finds and save them as a Capsule CRM note for the relevant record.
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
Contract context is hard to find when the source document and CRM relationship details live in separate places.
- Keep a short contract summary near the relevant CRM record.
- Preserve dates and terms that are present in the source document.
- Reduce context switching when reviewing a customer relationship.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to extract the contract's key terms, identify a matching Capsule CRM party or opportunity, and add a concise note containing only supported details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real contract and review the note.
Questions about this workflow
Can the note include terms that are not in the contract?
The prompt should restrict the summary to information extracted from the document and flag anything missing.
Can it attach the note to an opportunity?
The note action supports linking to a party, opportunity, or project. Ask Notis to choose a record only when it can identify a suitable match.
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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