Keep corrected contact details consistent in Capsule
Apply confirmed contact updates without manually hunting through records in both CRMs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Small corrections to email, phone, or organization details can remain inconsistent across CRM systems.
- Reduce repeated contact maintenance
- Preserve consistency across CRM records
- Require a confident identity match before updates
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 which verified corrections to apply and require a confident match to an existing Capsule party.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real correction and confirm the intended party changed.
Questions about this workflow
Will this create a contact if no Capsule match is found?
No. This workflow updates an existing Capsule party. Tell Notis to report unmatched records for review rather than update an uncertain party.
Can it update every field from Agile CRM?
Specify which corrections to apply. Only use details present in the webhook input or returned by Agile CRM.
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
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