Connect Airtop findings to Capsule projects
Make sure the people involved in a project are represented on its Capsule record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Project Party
Adds a person or organization to a project as an additional party.
Why this helps
Project records can miss relevant contacts when new people are found during browser research.
- Keep project contacts together with project context.
- Add relevant people as research uncovers them.
- Reduce manual project record maintenance.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to add the identified Capsule party to the existing project only when Airtop's result confirms the relationship.
- 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
- 5Test with one real result identifying both the project and party, then review the run report.
Questions about this workflow
Does this create a new project?
No. It adds a party to an existing project identified in the supplied information.
What if Airtop does not confirm a connection?
The instruction can tell Notis to skip the association when the relationship is not clear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Capsule crm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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