Keep Affinity relationship context with Capsule records
Move the useful context from an Affinity interaction into a Capsule note, so it is ready when you follow up.
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
Important conversation context is easy to forget when it is separated from the record where follow-up happens.
- Keep supplied context alongside the relevant Capsule record.
- Make follow-up easier without searching through multiple tools.
- Create a note only when the target record can be identified.
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 write a concise Capsule note from the supplied Affinity context and link it to the confirmed record.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real interaction and check the note and its linked record.
Questions about this workflow
Can Capsule create email entries through this action?
No. The listed Capsule action creates note entries. Emails and tasks cannot be created through that endpoint.
What should the request contain?
Include the Affinity context and enough information to identify the Capsule party, opportunity, or project that should receive the note.
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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