Convert proposal documents into trackable opportunities
Let Notis read proposal context with Affinda and open a Capsule CRM opportunity for the right existing party.
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 proposal can signal a sales opportunity, but someone still has to transfer its context into the pipeline.
- Turn proposal intake into a trackable sales record.
- Carry extracted proposal context into the opportunity.
- Reduce the delay between receiving a proposal and logging it.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to extract the prospective customer and deal context from each proposal, find the corresponding Capsule CRM party, and create an opportunity when there is a clear match.
- 4Select a webhook trigger and choose a report destination.
- 5Test with one real proposal and review the created opportunity.
Questions about this workflow
Does this create a new contact if the proposal's customer is missing?
This workflow uses the opportunity action, which requires a party. Ask Notis to report an unmatched customer for review rather than assume a party identity.
Can it determine the opportunity value?
It can use value information present in the extracted document. If the proposal does not provide it, the prompt should leave it unspecified or flag it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Capsule crm. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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