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Notis

Turn Airtop deal research into a Capsule opportunity

When Airtop uncovers a real sales possibility, have Notis put it into your Capsule pipeline.

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

Useful deal research can stay buried in browser output instead of becoming something you can track and follow up.

  • Capture potential deals as trackable opportunities.
  • Keep deal context close to its CRM record.
  • Spend less time switching from research to data entry.

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 returned information identifies a potential sale, using supplied party and deal details.
  • 4Choose the webhook trigger that starts when Airtop sends its completed research result, then select a report channel.
  • 5Test with one real result that includes a potential sale and review the run report.

Questions about this workflow

Does Airtop need to return deal details?

Yes. Notis can use only the information Airtop returns or details you provide in the instruction.

Can it decide which pipeline stage to use?

The available action is Create Opportunity. Any stage or other required detail must be supported by the available action inputs and supplied context.

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.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

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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