Turn partnership signals into pipeline opportunities
Look for the partnership signals you care about and give promising companies a clear place in 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
Potential partners may publish useful collaboration signals that go unnoticed in the flow of everyday work.
- Review a supplied set of company sites on a schedule.
- Apply a consistent definition of a useful partnership signal.
- Add supported matches to Capsule as opportunities.
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 define the sites, partnership signals, and opportunity criteria.
- 3Tell Notis to research each site, check for a matching party and existing opportunity, and create an opportunity for supported matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one site that has a relevant signal and one without.
Questions about this workflow
What counts as a partnership signal?
Define the signals in your prompt, such as a published partner program or a stated collaboration announcement. Notis should not infer a signal without evidence.
Can it create the organisation party too?
This workflow creates opportunities. If the matching party does not exist, specify how you want Notis to handle that situation and ensure the available action supports the needed steps.
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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