Track commercially relevant incidents as opportunities
Route incidents that may need a paid service or replacement into the sales pipeline, with the qualifying details attached.
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 can hide among operational alerts when there is no consistent qualification step.
- Create opportunities only when your defined criteria are met.
- Keep the supporting device incident details with the opportunity.
- Make qualified service needs easier to review in the sales pipeline.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the qualification outcome.
- 3Describe the commercial criteria and what to do when required opportunity details are absent.
- 4Choose the webhook trigger and select where run reports should go.
- 5Forward one real incident and review whether it creates an opportunity or reports missing information.
Questions about this workflow
Will every device incident create an opportunity?
No. State the qualification rules in your instruction so only incidents meeting them create an opportunity.
What details are required to create a useful opportunity?
Specify the information your sales process needs, such as a matching party, opportunity name, and any relevant value or context. Missing details should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Capsule crm. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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