Save founder directory profiles as Capsule contacts
Turn a profile you want to remember into a CRM contact, with the details the person has chosen to publish.
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
Interesting people found during research are easy to forget when their details stay in an open tab.
- Save published professional contact details to Capsule.
- Capture profile context alongside the contact record.
- Make it easier to follow up with people discovered during research.
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 describing which profile details to collect.
- 3Tell Notis to extract only publicly available profile details and create a Capsule person party when the record is sufficiently identifiable.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real profile and review the new contact.
Questions about this workflow
What if the profile does not list contact information?
Notis can create a record with the available identifying details if you allow it, or report that there is not enough information to create one.
Can it store profile notes too?
For a note on a contact, use a workflow that creates a Capsule note. This workflow focuses on creating the person 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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