Add researched companies to Capsule CRM
Turn a company website into a tidy organisation record, using the details the company actually publishes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Building organisation records by hand takes time and can leave important company context out of the CRM.
- Capture published company information in a CRM record.
- Keep organisation details grounded in the source website.
- Reduce manual entry when building a target account list.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt explaining which company details to collect.
- 3Tell Notis to inspect the supplied company site and create an organisation party using only details available there.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company site and review the new Capsule party.
Questions about this workflow
Can it create a record if the website has little information?
Tell Notis which details are essential. It should report when those details are missing instead of filling them in.
Will this create duplicate organisations?
Ask Notis to search Capsule for a matching organisation before creating a new party, and to report possible matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Capsule crm. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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