Keep Capsule contacts current from email
When a new message provides updated contact information, have Notis confirm the matching Capsule CRM party before applying the change.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Useful corrections and updated details are easy to miss when they arrive inside an email thread.
- Notice contact updates as new emails arrive.
- Confirm the existing party before changing its details.
- Reduce manual CRM maintenance after a busy inbox day.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail 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, tell Notis to identify a matching Capsule CRM party and update only details explicitly provided in a new email, asking for review when identity is unclear.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test the automation with one real email that contains a contact update and review the run report.
Questions about this workflow
What happens if the sender could match more than one party?
Tell Notis to avoid updating a party when the identity is unclear and report the case for review.
Can it infer missing contact details?
The workflow should update only details stated in the email. Any information that is not present should remain unspecified.
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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