Keep candidate screening context with the record
Summarize the experience a resume actually states and keep the context beside the candidate in Capsule CRM.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Hiring notes become inconsistent when reviewers repeatedly scan resumes and record different details by hand.
- Create a consistent summary of stated experience.
- Keep screening context beside the candidate record.
- Avoid unsupported conclusions about a candidate.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Ask Notis to extract role-relevant experience from the resume, compare it only with role criteria supplied in the request, and add a concise note to a confidently matched Capsule CRM party.
- 4Choose the webhook trigger and run report destination.
- 5Test with one resume and review the note for accuracy and relevance.
Questions about this workflow
Can it rank or reject candidates automatically?
This workflow creates a source-grounded note. Any role criteria must be supplied, and hiring decisions should remain with a human reviewer.
What if role criteria are not provided?
The note can summarize the resume's stated experience without claiming a match to an unspecified role.
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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