Move parsed proposals into your Capsule sales pipeline
Send proposal details to Notis and create a Capsule opportunity for each qualified prospective sale.
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
A proposal can be fully parsed and still be overlooked if no one turns it into a pipeline record.
- Give qualified proposals a visible place in the pipeline.
- Carry extracted proposal context into the CRM workflow.
- Reduce the manual handoff from proposal intake to sales tracking.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Capsule CRM once in Notis.
- 2Create an automation and describe what makes a proposal qualified for pipeline tracking.
- 3Pick the webhook trigger for submitted parsed proposal details.
- 4Choose where run reports should go.
- 5Test with one real proposal and review the opportunity.
Questions about this workflow
Can this decide whether a proposal is qualified?
Yes, if you state the qualification criteria and the parsed details contain the evidence needed to apply them.
What if the proposal does not identify a party?
Ask Notis to flag it for review instead of creating an opportunity without a reliable party match.
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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