Connect a verified contact to the right opportunity
Use an incoming contact update to check details and link a confirmed party to an existing Capsule opportunity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Party to Opportunity
Adds an additional person or organization to an existing opportunity.
Why this helps
Relevant people can remain disconnected from an opportunity when relationship updates arrive outside the CRM.
- Keep opportunity relationships current as new contacts emerge.
- Check contact details before linking the party.
- Reduce manual navigation between contact and opportunity records.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Capsule CRM once in Notis.
- 2Create an automation in the portal or by telling Notis what you want it to do.
- 3In one instruction, ask Notis to validate the submitted contact and add the confirmed party to the identified opportunity.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one contact and opportunity you can verify.
Questions about this workflow
What information is needed to link the party?
Provide a reliable identifier for the existing party and the opportunity, or instruct Notis to stop when either match is ambiguous.
Does this create a new opportunity?
No. This workflow adds a party to an existing opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Capsule crm. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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