Find a sales fit and open the opportunity
Send a company site to Notis. It checks your criteria and turns a qualified match into an opportunity.
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 potentially strong account can get lost between a first look at its website and adding it to the pipeline.
- Apply your fit criteria consistently to submitted companies.
- Create an opportunity only when available evidence supports a match.
- Keep research and pipeline creation in one flow.
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 provide the company fit criteria and opportunity context.
- 3Tell Notis to research the supplied company website, check for an existing matching party, and create an opportunity only when supported criteria are met.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one company that qualifies and one that does not.
Questions about this workflow
What if a fit criterion is not visible on the website?
Supply the missing information with the request or omit that criterion. Notis should not assume the company meets it.
Can this avoid duplicate opportunities?
Instruct Notis to check existing Capsule opportunities for the company and report a potential 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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