Turn a target customer match into an opportunity
Check whether a company fits your target profile and put a supported match into the 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
A promising target can stay in research notes instead of becoming a visible sales opportunity.
- Apply a target profile to company research.
- Create opportunities only when the available evidence supports a fit.
- Record a clear sales next step in your existing pipeline.
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, and describe the target customer profile and the opportunity context.
- 3Tell Notis to inspect the supplied company site, compare only available evidence to your profile, and create a Capsule opportunity for a supported match.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one likely match and one company outside the profile.
Questions about this workflow
Can website research prove a company is a good customer?
It can identify evidence visible on the site, but your prompt should define what counts as a match and avoid assuming information that is not published.
What if the company already has an opportunity?
Ask Notis to check for an existing opportunity and report a possible duplicate instead of creating another.
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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