Start client work from a signed agreement
Move from signed paperwork to a trackable Capsule CRM project using details Affinda extracts from the agreement.
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
Signed agreements can sit in document storage while the work they authorize waits to be tracked.
- Create a project when an agreement establishes a new engagement.
- Keep the project associated with the matched client party.
- Carry supported scope details into the project context.
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 verify the document indicates a signed agreement, extract engagement context, find the matching party, and create a Capsule CRM project when the match is clear.
- 4Choose a webhook trigger and report destination.
- 5Test with one real signed agreement and inspect the project.
Questions about this workflow
Can it tell whether an agreement is signed?
The prompt can ask Affinda and Notis to look for signature evidence in the document. Test against your actual agreement formats and route uncertainty for review.
Can it create a project without a matching party?
The project action is intended for a project associated with a party. Have Notis report unmatched agreements for resolution.
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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