Track candidate placements as Capsule CRM projects
Give a documented candidate placement its own project in Capsule CRM, connected to the right candidate record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
Placement work can span multiple steps, but a resume alone does not create a trackable engagement record.
- Create a project when placement context is actually provided.
- Link project work to a matched candidate party.
- Keep placement context in a trackable CRM record.
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 candidate details from the resume, use placement context supplied with the request, match the candidate to a Capsule CRM party, and create a project when the engagement is clear.
- 4Choose the webhook trigger and report destination.
- 5Test with one resume and explicit placement context, then review the project.
Questions about this workflow
Does a resume by itself imply a placement?
No. The workflow should create a project only when the request or document context establishes an actual placement engagement.
What if the candidate is not already in Capsule CRM?
Have Notis report the unmatched candidate for review rather than create a project linked to an uncertain party.
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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