Turn qualified AeroLeads research into a Capsule opportunity
Give verified buying signals a place in your pipeline, with the prospect attached to the opportunity.
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
A promising lead can remain buried in prospect research instead of becoming visible pipeline work.
- Move only prospects that meet your qualification criteria into the pipeline.
- Make qualified prospects visible for sales follow-through.
- Preserve a clear path from research to opportunity.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for qualified opportunities.
- 3In one instruction, specify the buying signals that qualify a prospect and ask Notis to create an opportunity only when those signals are present.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real qualified prospect and confirm the linked contact and opportunity in Capsule.
Questions about this workflow
Does every submitted prospect become an opportunity?
No. State the qualification signals in the instruction and have Notis skip prospects that do not meet them.
What if the prospect is not already in Capsule?
The prompt should describe how to handle missing contacts. The available opportunity action creates opportunities; it does not itself create the associated party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Capsule crm. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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