Link Adrapid campaign contacts to opportunities
Make the people behind a campaign response visible on the deal record.
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
Important campaign participants can remain disconnected from the opportunity they influence.
- Improve deal context
- Clarify participant relationships
- Reduce manual CRM maintenance
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Capsule CRM.
- 2Create an automation for opportunity party association.
- 3Tell Notis to add the supplied Capsule party ID to the supplied opportunity ID when the Adrapid payload confirms the relationship.
- 4Choose the Notis webhook trigger and report destination.
- 5Test with one real relationship payload.
Questions about this workflow
Can it guess which opportunity to use?
No. Supply the exact opportunity ID or a supported lookup instruction.
Does it create a new party?
No. The party must already exist in Capsule CRM.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Capsule crm. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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