Refresh Capsule CRM records from Typeform
Let respondents update their details without creating duplicate records.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Contact information changes, but your CRM keeps the old version.
- Keep contact records current
- Reduce duplicate parties
- Capture respondent supplied changes
Setup
Build it in a few focused steps.
- 1Connect Typeform and Capsule CRM once in Notis.
- 2Create an automation named Typeform party refresh.
- 3Tell Notis to find the matching party and update it with the latest response details, asking for review when identity is ambiguous.
- 4Pick the Typeform New Form Response trigger.
- 5Choose a report destination and test with one known contact.
Questions about this workflow
How does Notis identify the party?
You specify the identifying answer, such as email, and Notis reports ambiguous matches.
Can it avoid overwriting trusted information?
Yes. Instruct Notis to update only the fields you approve.
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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