Move resume details into Capsule CRM without retyping
Send a resume through Affinda and let Notis turn the extracted candidate details into a Capsule CRM contact.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Resume details arrive in documents, so adding candidates to the CRM means retyping information and risking duplicates.
- Spend less time copying resume details into the CRM.
- Review the extracted information before a new contact is created.
- Keep candidate details together in Capsule CRM.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to parse the submitted resume with Affinda, check Capsule CRM for a likely matching party, and create a candidate contact from the extracted details when appropriate.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real resume and review the result.
Questions about this workflow
Does Affinda start this automation automatically when a resume arrives?
Affinda has no listed trigger event here. A Notis webhook starts the automation when an HTTP request is sent to it.
Will this avoid duplicate candidates?
The prompt can ask Notis to check Capsule CRM for a likely match before creating a contact. Review the matching rules and test with a real resume.
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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