Turn a company directory into useful Capsule accounts
Research a defined directory and save qualifying organisations to your CRM with less manual entry.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
A directory can contain useful companies, but sorting and entering them one at a time slows down account building.
- Review a supplied directory on a recurring schedule.
- Create organisation records that meet your stated criteria.
- Check for existing parties before adding new accounts.
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 identify the directory and account criteria.
- 3Tell Notis to research each listed company, check Capsule for a matching party, and create an organisation record for eligible companies.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one directory entry and review the Capsule record.
Questions about this workflow
Can Notis decide which companies qualify?
Give it explicit criteria that can be checked from the directory or company websites. Do not rely on facts that are unavailable.
How can I avoid duplicate accounts?
Include a clear instruction to search for matching Capsule parties before creating a new organisation.
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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