Put qualified leads straight into Capsule
Pass a verified lead summary from your AI workflow into Capsule, with the details your team needs to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Qualified leads get lost between an AI conversation and the CRM, leaving founders to re-enter details and reconstruct context.
- Save qualified contact details without retyping them.
- Keep the qualification context close to the new record.
- Reduce the chance that a promising lead is forgotten.
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 create a Capsule party from verified lead details and include the qualification summary.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and review the created party.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Ai ml api does not provide a source event in this setup.
Will it create a party from incomplete details?
Instruct Notis to create a party only when the minimum contact details you require are present, and report missing details instead.
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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