Turn Commission Signals into Capsule Opportunities
Give notable partner commission activity a place in your sales pipeline, so follow-up does not depend on remembering to check another dashboard.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Commission reports are easy to skim and forget, even when they point to partner relationships worth developing.
- Review commission information on a recurring schedule.
- Create opportunities for partner activity that meets criteria you specify.
- Keep the reasoning and source details with the opportunity when available.
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 which supplied commission signals merit an opportunity and how Notis should avoid duplicates.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real commission example and review the result.
Questions about this workflow
Can this workflow read Adtraction commission data by itself?
The listed Adtraction context provides no trigger events or data-access action. The scheduled automation needs the relevant commission data supplied in the prompt context or made available through a connected data source.
What makes this different from adding a partner contact?
This workflow creates a Capsule sales opportunity based on commission activity you consider meaningful, rather than creating a party record from partner details.
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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