Review qualified Affinity prospects into Capsule
Give promising prospects a consistent path from relationship tracking into your active Capsule pipeline.
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
Potential deals can remain untracked when qualification depends on someone remembering to review Affinity regularly.
- Apply a stated qualification rule during a recurring review.
- Create opportunities for prospects that meet the rule.
- Keep pipeline creation focused on supported prospect details.
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, state the qualification rule and ask Notis to create Capsule opportunities only when available Affinity details satisfy it and identify a confirmed party.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test against one qualified prospect and one that does not meet the rule.
Questions about this workflow
Can it qualify prospects without criteria?
No. Supply a clear qualification rule. Notis should report when available Affinity details are insufficient to apply it.
Will the schedule create duplicate opportunities?
Instruct Notis to check available Capsule records before creating an opportunity and to report uncertain matches rather than duplicate them.
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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