Capture referred contacts in Capsule CRM
Send a referral into Notis through an HTTP request and have it create a Capsule CRM party from the details provided.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
Referrals can arrive through forms or internal systems and get lost before anyone adds them to the CRM.
- Start contact capture from an HTTP request.
- Reduce manual entry for referred people and organisations.
- Keep incomplete referrals from becoming poorly identified records.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to create a Capsule CRM party from referral details in the incoming request when the person or organisation can be identified.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request to test the automation and review the run report.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. The request should include the referral details Notis needs to identify a person or organisation.
Will incomplete request details create a contact?
The instruction can ask Notis to create a party only when the request contains enough identifying information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Capsule crm. A trigger fires from one place; an action lands in another.
Agent mail 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
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New Email Received
Trigger for new emails in an AgentMail inbox
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Agent mail and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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