Move qualified campaign leads into your sales pipeline
Define what makes a lead ready for sales. When an ActiveTrail lead meets that bar, Notis can create an opportunity in Capsule CRM.
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
Sales teams lose time sorting every campaign response by hand, while qualified leads can wait too long for action.
- Apply your qualification rules consistently
- Create opportunities for leads that meet the stated bar
- Keep unqualified leads out of the opportunity pipeline
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which supplied lead details qualify and to create a Capsule CRM opportunity only when those criteria are met.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test one qualifying and one non-qualifying example.
Questions about this workflow
What qualification criteria can I use?
Use criteria based on information available in the request or connected data. If a required detail is missing, instruct Notis to hold the lead for review.
Will every campaign response create an opportunity?
No. The opportunity is created only when the supplied information meets your stated qualification criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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