Track sales conversations that start with a credential
When a credential interaction opens a genuine sales conversation, capture the opportunity in Capsule while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Potential sales conversations can be missed when credential activity and pipeline tracking are handled separately.
- Create an opportunity when the incoming context indicates a real sales prospect.
- Keep a credential-originated sales conversation visible in the Capsule pipeline.
- Avoid treating every certificate event as a sales lead by specifying qualification rules.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation with your criteria for a genuine sales opportunity and the information required to create one.
- 3Choose the Notis webhook trigger and arrange for requests to include recipient and sales context.
- 4Choose a run-report destination, then test with one qualified real example.
Questions about this workflow
Will every certificate event create an opportunity?
No. State the qualification criteria in your instruction and have Notis report events that do not meet them.
What if the request lacks sales details?
Specify which details are required and have Notis report incomplete requests rather than creating an opportunity with guessed information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Capsule crm. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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