Add recent Capsule history to Airtop research
Get a quick view of recent CRM context while investigating a person or organisation in Airtop.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Entries By Date
Lists notes, emails, and completed tasks from newest to oldest.
Why this helps
Researching a contact without checking the latest CRM history can mean missing recent context or repeating work.
- Review recent CRM context alongside browser research.
- Reduce app switching before a conversation.
- Spot recent notes and completed tasks more quickly.
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 identified party to retrieve recent Capsule entries and summarize relevant notes, emails, and completed party tasks.
- 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
- 5Test with one result identifying a party and review the run report for useful recent context.
Questions about this workflow
Can this create a new Capsule entry?
No. This workflow lists existing entries and summarizes them in the run report.
What activity is available?
The listed action returns notes, emails, and completed party tasks by entry date.
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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