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Notis

Add researched prospects to Capsule CRM from Airtop

Find a promising person or organisation in Airtop, then let Notis add their details to 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 names and contact details from browser research into a CRM creates friction and leaves promising prospects unrecorded.

  • Capture prospect details while they are fresh.
  • Reduce repetitive copy and paste.
  • Keep new research in your existing CRM.

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 create a Capsule party from each person or organisation Airtop returns, using only supplied details.
  • 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
  • 5Test with one real Airtop result and review the run report.

Questions about this workflow

What starts this workflow?

A Notis webhook starts it when Airtop sends a completed research result to the webhook.

Will it fill in missing contact details?

No. Notis can use details Airtop returns, but missing values must be supplied by Airtop or you.

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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No card. Works with personal or business Capsule crm.