Review directory prospects against your Capsule contacts
Let Airtop gather directory results, then check Capsule for existing parties in the same scheduled run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Parties
Lists contacts in the account.
Why this helps
Repeated prospecting can resurface familiar names and waste time if you do not check the CRM first.
- Compare new directory findings with existing parties.
- Focus review on prospects that warrant attention.
- Reduce repetitive CRM searches during prospecting.
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 use Airtop's scheduled directory results to look up matching Capsule parties and summarize possible matches for review.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real directory result and inspect the matches returned in the run report.
Questions about this workflow
Does this workflow create contacts?
No. It looks up parties and summarizes possible matches for review.
Does it rely on a prior list of results?
It uses the directory results available during that scheduled run. Comparing against older results requires those results or a baseline to be supplied.
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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