Keep Capsule context with the Salesforce record
Capture the useful details once, then let Notis attach them as a Salesforce note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Important customer context gets lost when it is scattered across CRM records and conversations.
- Keep important context near the Salesforce record
- Reduce manual note taking
- Use only the details supplied in the request
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, with a name that describes the note.
- 3Tell Notis to create a Salesforce note from the context in the request and attach it to the specified Salesforce record.
- 4Choose the webhook trigger and where run reports go.
- 5Test with one real note request and verify the record attachment.
Questions about this workflow
Which Salesforce record gets the note?
The request should identify the intended Salesforce record. Notis should not guess an ID that was not provided.
Can Notis summarize a long Capsule update?
You can instruct Notis to summarize the supplied update before creating the note.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Salesforce. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Capsule crm and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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