Keep competitor context with the relevant sales record
Capture the market context you need without leaving it stranded in a browser tab.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Competitor research is hard to use when it is separated from the prospect or opportunity it informs.
- Keep relevant competitor context with a chosen CRM record.
- Summarize published offerings without unsupported claims.
- Reduce repeated research when revisiting a sales conversation.
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 competitor research and how to identify the destination record.
- 3Tell Notis to research the supplied competitor website, summarize relevant published details, and create a note on the specified Capsule record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one competitor site and verify the note is attached to the intended record.
Questions about this workflow
Can Notis compare the competitor with our product?
Provide accurate information about your own product in the prompt. Otherwise, Notis can summarize the competitor's published information but cannot make a grounded comparison.
What happens if the destination record is unclear?
Tell Notis to stop and report the ambiguity rather than attach the note to a guessed record.
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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