Bring another Affinity contact into a Capsule deal
When a new stakeholder joins the conversation, add them to the right Capsule opportunity and keep the deal team together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Party to Opportunity
Adds an additional person or organization to an existing opportunity.
Why this helps
A deal record can miss key stakeholders when new contacts are not added to the existing opportunity.
- Keep additional stakeholders connected to the relevant opportunity.
- Avoid creating a new opportunity for an existing deal.
- Use supplied identifiers to target the correct party and opportunity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to add the confirmed Affinity contact to the specified existing Capsule opportunity.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real stakeholder and confirm the opportunity's associated parties.
Questions about this workflow
Does this create a new opportunity?
No. This workflow adds a party to an existing Capsule opportunity. The request needs to identify the opportunity and contact.
What if the contact is not in Capsule yet?
The add-party action requires a Capsule party. Create or confirm that party separately before associating it with the opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Capsule crm. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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