Keep useful conversation context in Capsule
Send a conversation summary to Notis and save it as a Capsule note on the relevant record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Useful conversation context ends up scattered across AI chats, forcing the next person to search for what was decided.
- Keep key discussion context with the relevant CRM record.
- Make decisions and agreed next steps easier to find.
- Reduce repeated explanations when work changes hands.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Capsule crm once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to summarize the supplied conversation and create a Capsule note linked to the identified party, opportunity, or project.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and confirm the note is attached to the intended record.
Questions about this workflow
Can this create an email or task entry?
No. The listed Capsule action creates note entries only. Use a separate task workflow when a follow-up needs a task.
What if the record is not identified clearly?
Ask Notis to report the ambiguity and avoid attaching the note to an uncertain record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Capsule crm. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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