Find the right Capsule record for every response
Resolve respondent identity before your team takes the next sales step.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Similar names and incomplete answers make CRM matching unreliable.
- Surface likely existing records
- Reduce duplicate creation
- Make handoffs safer
Setup
Build it in a few focused steps.
- 1Connect Typeform and Capsule CRM once in Notis.
- 2Create an automation named Typeform respondent matching.
- 3Tell Notis to run a Capsule filter query using the response identifiers and summarize possible matches.
- 4Pick the Typeform New Form Response trigger.
- 5Choose where reports go and test with a response that has a known match.
Questions about this workflow
Does this create a party automatically?
No. This workflow focuses on finding and reporting matching parties.
What if there are several matches?
Notis can list the candidates and flag the response for a decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Capsule crm. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.