Keep candidate records current from new resumes
When a candidate sends an updated resume, use Affinda extraction to refresh their existing Capsule CRM record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Candidate records become stale when updated resumes arrive but nobody has time to reconcile the details.
- Refresh an existing record using newly supplied details.
- Avoid creating a second candidate when a match is clear.
- Keep the update grounded in the latest resume.
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 parse each new resume, identify a high-confidence matching Capsule CRM party, update only supported party details, and report uncertain matches for review.
- 4Pick the webhook trigger and a run report destination.
- 5Test with one real updated resume and confirm the intended party changed.
Questions about this workflow
Will it overwrite every field on the contact?
The prompt can direct Notis to update only details supported by the new resume and avoid changing unrelated fields.
What happens if several candidates look similar?
Ask Notis to report ambiguous matches for manual review instead of updating a party without confidence.
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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