Turn policy prospects into visible Capsule opportunities
Have Notis review AgencyZoom policy prospects on a schedule and open a Capsule opportunity when a record meets your criteria.
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
Potential sales opportunities can sit unnoticed in policy records when no one has time to review them consistently.
- Review policy prospects consistently.
- Create opportunities only when the stated criteria are met.
- Report records with incomplete or unclear information for review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which policy prospects qualify and to create a Capsule opportunity only when the required details are present.
- 4Pick a Notis schedule trigger and choose where run reports should go.
- 5Test with one real prospect and review the created opportunity.
Questions about this workflow
Can the workflow determine qualification criteria on its own?
No. Include your criteria in the instruction and provide any context that is not available in AgencyZoom.
Can it avoid duplicate opportunities?
Ask Notis to check for a likely existing opportunity before creating one and report uncertain matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Capsule crm. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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