Move Capsule prospects into Salesforce leads
Send a prospect from Capsule to Notis and keep the handoff to Salesforce quick and clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Copying prospect details between CRMs creates extra steps and makes it easy to miss a follow-up.
- Reduce manual re-entry between CRMs
- Keep key prospect details together in Salesforce
- Start the handoff from a simple HTTP request
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a Salesforce lead from the prospect details in the incoming request, using only the information provided.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real Capsule prospect sent in a webhook request.
Questions about this workflow
Does Capsule CRM trigger this automatically?
Capsule CRM has no listed trigger events for this workflow. An HTTP request to the Notis webhook starts it.
What if the request does not include all lead details?
Notis can use the details provided. Include required lead information, such as a last name and company, in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Salesforce. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Capsule crm and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.