Turn an exhibitor list into a focused sales pipeline
Research the companies you may want to meet and save qualifying prospects directly to Capsule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Event exhibitor lists are long, and it takes time to research each company and decide who belongs in the pipeline.
- Review a supplied exhibitor list against your criteria.
- Create opportunities only for companies supported by the research.
- Keep event prospecting from turning into an untracked spreadsheet.
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 exhibitor list source and prospect criteria.
- 3Tell Notis to research each company website, check for an existing Capsule record, and create opportunities for qualifying exhibitors.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real exhibitor and review the opportunity details.
Questions about this workflow
Where should the exhibitor list come from?
Name an accessible list or source in your prompt. If it requires an unavailable login or is not accessible, provide a usable source.
Can I use event-specific qualification criteria?
Yes. State the event context and the company characteristics that make an exhibitor worth adding.
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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