Connect researched stakeholders to Capsule opportunities
Keep relevant people attached to the deal they may influence, using the research Airtop returns.
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 important stakeholders when new contacts are discovered outside the CRM.
- Keep deal contacts connected to the relevant opportunity.
- Turn stakeholder research into useful CRM relationships.
- Reduce manual updates to opportunity records.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to add the identified Capsule party to the existing opportunity only when Airtop's result confirms a relevant stakeholder relationship.
- 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
- 5Test with one real result identifying both the existing opportunity and the party, then review the run report.
Questions about this workflow
Does this create an opportunity?
No. It adds a party to an existing opportunity, which must be identified in the supplied information.
What if the relationship is unclear?
Set the instruction to make no association unless Airtop's result clearly establishes relevance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Capsule crm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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