Refresh a Capsule contact with Affinity updates
Send the latest relationship details to Notis and update the matching Capsule contact with less back-and-forth.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Contact details can drift between tools, making follow-ups slower and less reliable.
- Apply supplied updates to an existing party instead of creating a second record.
- Keep changes tied to the correct Capsule party ID.
- Reduce manual contact maintenance.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to match the supplied Affinity update to a confirmed Capsule party and update only the provided details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real update and confirm the intended Capsule party changed.
Questions about this workflow
What if the matching Capsule record is unclear?
Have the instruction ask Notis to report the ambiguity instead of updating a party it cannot confidently identify.
Does the webhook itself confirm a contact changed in Affinity?
No. Affinity does not expose trigger events here. The webhook starts the workflow when a request is sent, and the request should contain the update details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Capsule crm. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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