Move ready Capsule deals into Salesforce opportunities
A regular deal review can turn clearly qualified Capsule deals into Salesforce opportunities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Deals may be ready to advance but stay invisible to the team working in Salesforce.
- Surface deals that meet your readiness rule
- Reduce pipeline handoff delays
- Preserve supplied deal context
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 pipeline review name.
- 3Tell Notis the criteria for a deal ready to advance and to create a Salesforce opportunity using required details present in Capsule.
- 4Choose a recurring schedule and where run reports go.
- 5Test with one real deal that meets the criteria and verify the opportunity.
Questions about this workflow
Will Notis supply missing close dates or stages?
No. Include the required opportunity details in Capsule or the instruction. Notis should not invent missing sales data.
Can I use this for all deals?
Set clear criteria in the instruction so only deals ready to advance become Salesforce opportunities.
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
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