Give Promising Partner Growth a Place in the Pipeline
Turn partner growth signals into visible sales work, with an opportunity created only when your criteria are met.
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
Growth opportunities can be overlooked when partner activity is reviewed casually and no pipeline record captures the next conversation.
- Create opportunities from supplied growth signals that meet your criteria.
- Tie the opportunity to a matching Capsule party when available.
- Keep partner expansion work visible for follow-up.
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 the growth signals that warrant an opportunity and how to check for an existing one.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real growth signal and review the opportunity.
Questions about this workflow
Does this forecast future partner revenue?
Only when supplied data supports a forecast and you define how to use it. Otherwise, the workflow can record the signal without inventing a value.
How is this distinct from a commission review?
This workflow creates a pipeline opportunity for a growth conversation, while a commission review records or evaluates commission activity.
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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