Check for an existing Capsule contact before a handoff
Bring possible matches into view before a new customer record is created.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Parties
Lists contacts in the account.
Why this helps
Creating a contact before checking for duplicates can split customer history across multiple records.
- Surface possible duplicates before creation
- Reduce fragmented customer records
- Keep uncertain matches visible for review
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Capsule CRM once in Notis.
- 2Create an automation in Notis and name it.
- 3Describe what contact details to search in Capsule and how to report exact, possible, or absent matches.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real lead, including a case where a likely match already exists.
Questions about this workflow
Does this workflow create or update Capsule contacts?
No. It searches Capsule parties and reports matches for review. Use a separate workflow after deciding what action to take.
Can it reliably identify duplicates from a name alone?
Names can be ambiguous. Supply stronger identifiers, such as email or organization details, when available, and ask Notis to flag uncertain results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Capsule crm. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.