Keep prospect website research with the CRM record
Capture the useful context from a prospect's site as a Capsule note, ready when you pick up the conversation.
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
Research scattered across browser tabs is hard to find when it is time to follow up.
- Keep website findings alongside the relevant CRM record.
- Summarize key products, audience, and published company details.
- Reduce repeated research before 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 write a prompt describing the website and the Capsule record to use.
- 3Tell Notis to research the supplied site, summarize only supported findings, and create a note on the matching Capsule record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real website and verify the note is attached to the intended record.
Questions about this workflow
How does Notis know which record gets the note?
Include identifying information in the webhook request or prompt so Notis can find the intended Capsule record. If it cannot confidently identify one, instruct it to report the ambiguity.
Can the note include claims that are not on the site?
Tell Notis to distinguish sourced facts from any interpretation and not to present unsupported claims as facts.
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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