Keep Opportunity Stakeholders Together
Connect the partner contact to the Capsule opportunity they support so the relationship context stays easy to find.
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
An opportunity can lose useful context when the partner contact involved is missing from its record.
- Link an existing party to a specific opportunity.
- Use webhook details to identify the relevant partner and opportunity.
- Keep partner stakeholders visible with the sales record.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe how to confirm the existing party and opportunity before linking them.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real stakeholder example and review the opportunity.
Questions about this workflow
Does this create the partner contact too?
No. This action adds a party to an existing opportunity. The party and opportunity must be identifiable in Capsule.
What should happen when the match is uncertain?
Ask Notis to report the details for review instead of linking a stakeholder to a possibly incorrect opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Capsule crm. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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