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Notis

Add parsed leads to Capsule CRM without retyping

Send a parsed lead to Notis and keep its contact details ready in Capsule CRM.

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

Copying lead details from parsed emails and documents into a CRM creates busywork and duplicate contacts.

  • Spend less time retyping contact details.
  • Check Capsule for a likely existing contact before creating a record.
  • Keep new leads in the CRM while the source document is still in view.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Capsule CRM once in Notis.
  • 2Create an automation and describe the contact creation outcome in one instruction.
  • 3Pick the webhook trigger for submitted parsed lead details.
  • 4Choose where run reports should go.
  • 5Test with one real parsed lead and review the Capsule contact.

Questions about this workflow

Does Airparser start this workflow directly?

Airparser has no listed trigger event here. A webhook starts the automation when parsed lead details are sent to Notis.

Can it avoid duplicate contacts?

Ask Notis to check Capsule for a likely match before creating a contact. Review uncertain matches in the run report.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Capsule crm. A trigger fires from one place; an action lands in another.

Airparser triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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