Bring supplier onboarding details into Capsule CRM
Turn supplier onboarding paperwork into a CRM party while keeping the extracted details close at hand.
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
Supplier contact information can stay trapped in onboarding documents, making it harder to coordinate the relationship.
- Capture supplier details from onboarding paperwork.
- Check for an existing party before creating a record.
- Keep supplier relationship information accessible in Capsule CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to extract supplier identity and contact details from submitted onboarding documents, check for a likely Capsule CRM match, and create a party when appropriate.
- 4Select the webhook trigger and choose a report destination.
- 5Test with one real onboarding document and inspect the party.
Questions about this workflow
Can it create both an individual and a company?
The Capsule CRM party action supports a person or organisation. The document should make clear which one the supplier record represents.
Does it validate supplier bank details?
This workflow extracts identity and contact details only. Do not treat extracted financial details as verified.
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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