Keep prospect details current across outreach
When a prospect's details change in your Lemlist workflow, Notis can update the matching Capsule CRM party once the correct party is identified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Updating the same contact in two places creates small chores that are easy to postpone and harder to remember.
- Reduce repeat data entry after verified prospect updates.
- Keep contact records aligned with information used during outreach.
- Make small CRM maintenance tasks easier to complete promptly.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create an automation through the portal or tell Notis the update outcome in plain language.
- 3Ask Notis to identify the matching Capsule CRM party and update its supplied details when an update request arrives from Lemlist.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one real update and confirm the intended party changed.
Questions about this workflow
Can this update a party without knowing which one it is?
The correct party must be identified before updating. Include enough context in the request and have Notis confirm the match as described in the prompt.
Does it update Lemlist too?
No. The action updates an existing Capsule CRM party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Lemlist to Capsule crm. A trigger fires from one place; an action lands in another.
Lemlist 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
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Lemlist and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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