Turn sales-ready leads into Capsule opportunities
Give a sales-ready lead a place in your pipeline as soon as ActiveCampaign sends the relevant details.
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
A promising lead can be missed when it stays in a marketing workflow instead of becoming a tracked sales opportunity.
- Put qualified sales work into a pipeline.
- Reduce delay between marketing qualification and sales tracking.
- Use supplied deal context when creating the opportunity.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Capsule opportunity from each sales-ready webhook, using the provided deal and party details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real sales-ready example to test opportunity creation.
Questions about this workflow
What details should the webhook include?
Include the sales opportunity details and the party information needed to associate it. Missing information must be supplied before Notis can use it.
Does this create an ActiveCampaign deal?
No. The workflow uses the Capsule CRM Create Opportunity action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Capsule crm. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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