Keep recurring lead research with Capsule parties
Make repeated browser research easier to find by saving useful results next to the matching CRM contact.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Lead research gathered over multiple checks can become difficult to find when each result stays separate.
- Keep recurring findings with a relevant party.
- Make research easier to find during follow-up.
- Reduce scattered lead-source notes.
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 concise Capsule note from Airtop's scheduled lead-source findings and link it to the party identified in the result.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real result identifying a Capsule party and review the run report.
Questions about this workflow
Can it link to a party by name alone?
The instruction needs enough identifying context to match the intended Capsule party reliably.
Does it create email entries?
No. The Create Entry action supports note type entries only.
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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