Turn parsed service requests into tracked Capsule projects
Send service request details to Notis and create a Capsule project for work that needs tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
Requests in forms and documents can sit outside the system where delivery work is tracked.
- Move service requests into the place you track delivery work.
- Keep project creation tied to parsed request details.
- Reduce the handoff gap between intake and execution.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Capsule CRM once in Notis.
- 2Create an automation and describe which service requests need a project.
- 3Pick the webhook trigger for submitted parsed service request details.
- 4Choose where run reports should go.
- 5Test with one real request and review the created project.
Questions about this workflow
Does the project need to be linked to a party?
Capsule projects are associated with a party. Include identifying party details and ask Notis to find the correct Capsule record.
Can it create projects for every parsed form?
Set a clear rule for which requests need project tracking. Notis can report incomplete or out-of-scope requests for review.
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.
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.
Airparser and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.