Prepare for a sales conversation with a focused website brief
Get the company context you need beside the Capsule record before the conversation starts.
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
Switching between a CRM and a pile of browser tabs makes call preparation harder to pick up and finish.
- Keep a concise company brief with the relevant CRM record.
- Surface published products, audience, and current priorities.
- Reduce last-minute tab switching 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 describe the company context to include in a call brief.
- 3Tell Notis to research the supplied site, write a brief using supported facts, and attach it as a note to the matching Capsule record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one upcoming conversation and check the linked note.
Questions about this workflow
Can the brief include suggested questions?
Yes. Ask Notis to propose questions based on published information and label them as suggestions rather than facts.
What identifies the CRM record?
Include the company or contact details needed to find the intended record. If multiple records match, have Notis report the ambiguity.
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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