Keep site audit risks with account context
Bring important technical SEO findings into the CRM context where client conversations happen.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Audit issues can be buried in reports when a founder needs to prepare for a client conversation or account review.
- Keep material audit findings near client context.
- Record why an issue may matter for an account or opportunity.
- Use scheduled review to reduce manual report checks.
Setup
Build it in a few focused steps.
- 1Connect Ahrefs and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for audit review.
- 3Tell Notis to review Ahrefs audit findings and save only material, relevant risks as notes on clearly matching Capsule records.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real audit finding and confirm the note includes enough context.
Questions about this workflow
Will it create a note for every site issue?
Set a materiality rule in the instruction so routine or irrelevant findings are left out or reported separately.
What if an account cannot be matched confidently?
Ask Notis to report the finding for review rather than attach it to a guessed CRM record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ahrefs to Capsule crm. A trigger fires from one place; an action lands in another.
Ahrefs 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.
Ahrefs and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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