Create Capsule Parties from an Intake Webhook
Move qualified form submissions into Capsule without another admin queue.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
New enquiries wait in forms while someone remembers to add them to the CRM.
- Shorten lead response time
- Keep intake records centralized
- Remove repetitive CRM entry
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM in Notis once.
- 2Create an automation named Create Capsule Parties from Intake.
- 3Tell Notis to create a Capsule party from each webhook payload after checking that the submission contains enough identifying detail.
- 4Choose the Notis webhook trigger and select where run reports go.
- 5Send one real intake payload to test the workflow.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook URL starts it.
Can incomplete submissions be skipped?
Yes. Tell Notis to report missing details instead of creating an uncertain party.
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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