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Notis

Keep Capsule contact details current with Airtop

When Airtop confirms a changed detail, let Notis update the matching Capsule party.

Trigger

Webhook received

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

Action

Update Capsule CRM Party

Updates an existing record for a person or organisation.

Why this helps

Manually checking and refreshing contact details takes time, so old information can linger in the CRM.

  • Apply confirmed changes to existing records.
  • Reduce routine CRM maintenance.
  • Keep updates tied to a clearly identified party.

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 update only the existing Capsule party Airtop identifies and only with details the result confirms.
  • 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
  • 5Test with one real result that identifies an existing party and review the run report.

Questions about this workflow

Does this create a new party if no match is found?

No. This workflow uses the Update Capsule CRM Party action. The result must identify an existing party.

Can Notis infer a new phone number or email?

No. Use only details Airtop returns or that you explicitly provide.

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.

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.

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

When this happens · Trigger

Do this · Action

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