Keep proposal intake from falling behind
Give new proposal documents a regular pass and turn clear sales opportunities into Capsule CRM records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Proposals can wait unnoticed when there is no regular process for logging prospective deals.
- Make proposal review a predictable part of the sales routine.
- Create opportunities from clear, document-supported sales prospects.
- Surface unmatched proposals for a person to resolve.
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 which proposals to review, how to identify a real prospective sale, and to create an opportunity only when a matching Capsule CRM party is clear.
- 4Select a recurring schedule and a destination for run reports.
- 5Test with one proposal and check the opportunity details.
Questions about this workflow
Does the schedule discover proposals by itself?
Affinda does not provide a trigger event in this package. Identify the documents to review in the automation's prompt or its request context.
What if the proposal has no clear customer?
Have Notis report it for review instead of creating an opportunity against 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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