Move a verified inquiry into the sales pipeline
Addressfinder checks the inquiry's contact details, then Notis can create a Capsule opportunity when your stated criteria are met.
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
Promising inquiries can get missed when qualification and CRM entry require separate manual steps.
- Check contact details before creating a sales record.
- Apply your own qualification criteria consistently.
- Reduce the gap between an inquiry and its next sales step.
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, define your qualification criteria and ask Notis to validate the inquiry, then create an opportunity only when it qualifies.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one inquiry that qualifies and one that does not.
Questions about this workflow
Does Addressfinder decide whether an inquiry is sales qualified?
Addressfinder checks contact data quality. State separate qualification criteria in your instruction, such as company fit or stated buying intent.
What if an inquiry does not qualify?
You can instruct Notis to report the reason without creating an 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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