Give every parsed sales inquiry a place in your pipeline
Send inquiry details to Notis and turn qualified opportunities into Capsule pipeline records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Sales inquiries buried in parsed documents can be easy to forget before they reach the pipeline.
- Move inquiry details into the sales pipeline sooner.
- Keep the source context available for review.
- Reduce manual entry between document parsing and CRM follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Capsule CRM once in Notis.
- 2Create an automation and describe when an inquiry should become an opportunity.
- 3Pick the webhook trigger for submitted parsed inquiry details.
- 4Choose where run reports should go.
- 5Test with one real inquiry and review the opportunity details.
Questions about this workflow
Will every parsed inquiry become an opportunity?
Tell Notis what qualifies. If key details are missing or qualification is unclear, the automation can report that instead of creating a record.
Can it link the opportunity to a contact?
Include identifying party details in the parsed payload and ask Notis to find the matching Capsule party before creating the opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Capsule crm. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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