Check Capsule for Existing WhatsApp Contacts
Know who is messaging before you decide what happens next.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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.
Why this helps
Reply decisions slow down when the team cannot see whether a WhatsApp sender is already a customer or lead.
- Reduce duplicate contact creation
- Surface existing relationship context
- Route conversations with confidence
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Capsule CRM in Notis once.
- 2Create an automation named Check Existing WhatsApp Contacts.
- 3Tell Notis to search Capsule for a party matching the sender and summarize the matching record for the report.
- 4Pick the New WhatsApp Message Received trigger and choose where reports should go.
- 5Test with a message from a known contact.
Questions about this workflow
What happens when no match is found?
The report can flag the sender as unknown for a separate lead capture workflow.
Can the lookup include related data?
Yes. Ask Notis to include the relevant party details available from Capsule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Capsule crm. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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