Turn Affinity contact details into Capsule records
When a new relationship surfaces in Affinity, send its details to Capsule and keep your contact list current.
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
Manually re-entering contact details creates duplicate work and leaves useful relationship context behind.
- Reduce duplicate contact entry across relationship and sales tools.
- Keep the contact details provided in the request available in Capsule.
- Use a webhook request to start the workflow when you are ready.
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 use the supplied Affinity details to create a Capsule party, avoiding a duplicate when the available details clearly identify an existing record.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real Affinity contact request and review the created record.
Questions about this workflow
Does Affinity start this workflow automatically?
Affinity has no trigger events in this package. A Notis webhook request starts it, and can include the Affinity contact details for Notis to process.
Can it create both people and organizations?
Yes. Capsule's create party action supports a person or an organization, based on the details supplied.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.