Turn market research into Capsule opportunities
Let scheduled research surface potential sales, then capture qualified ones in your 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
Market research creates little momentum when potential deals are not recorded where you track sales.
- Capture qualified sales possibilities in Capsule.
- Make recurring research easier to act on.
- Keep potential deals visible in your sales process.
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 create a Capsule opportunity only when Airtop's scheduled findings identify a concrete potential sale and include the details needed to describe it.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real result that clearly identifies a potential sale and review the run report.
Questions about this workflow
Will it create an opportunity for every research result?
No. The instruction can require a concrete potential sale and skip general market information.
What if party or deal details are missing?
Provide them in the Airtop result or instruction. Notis cannot invent missing business details.
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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