Turn proposal requests into Capsule CRM opportunities
Move from preparing a proposal to tracking the deal with less manual CRM work.
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 proposal can be prepared without anyone remembering to open an opportunity and track its progress.
- Create an opportunity from proposal details as they arrive.
- Keep proposal work visible in the sales pipeline.
- Reduce the chance that a potential deal is forgotten.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge's webhook sender and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an opportunity from each proposal request when the party and deal details are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real proposal request and review the opportunity in Capsule CRM.
Questions about this workflow
Will this infer deal details that ActiveMerge does not send?
No. The request must include the party and opportunity details needed to create the record.
Does creating an opportunity send or sign a proposal?
No. This workflow only creates a Capsule CRM opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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