Keep the right people on the campaign opportunity
Pass the opportunity and stakeholder references to Notis to connect another contact to the active Capsule deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Party to Opportunity
Adds an additional person or organization to an existing opportunity.
Why this helps
A deal can move forward while an important campaign stakeholder remains unlinked from its CRM record.
- Make additional stakeholders visible from the opportunity.
- Keep campaign and sales participants connected in Capsule.
- Reduce time spent looking up who is involved.
Setup
Build it in a few focused steps.
- 1Connect Abyssale and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for stakeholder handoffs.
- 3Tell Notis to add the identified Capsule party to the identified opportunity.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and an existing stakeholder party.
Questions about this workflow
Does this create a new opportunity?
No. The action adds a party to an existing opportunity. Include references for both the opportunity and the party.
Can the stakeholder be a person or organisation?
The action supports a party, which may be a person or organisation in Capsule CRM.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abyssale to Capsule crm. A trigger fires from one place; an action lands in another.
Abyssale 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
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Abyssale and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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