Keep partner research easy to find in Capsule
Capture the details that help you work with a partner, right beside the Capsule record you use to manage the relationship.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Partner context gets scattered across bookmarks and notes, making it harder to prepare for the next conversation.
- Save relevant partner information next to the CRM record.
- Keep research summaries brief and grounded in published information.
- Make relationship context easier to retrieve before a meeting.
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 name the partner sites and useful research topics.
- 3Tell Notis to review each site and add a concise note to the matching Capsule record when it finds relevant information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one partner site and verify the note in Capsule.
Questions about this workflow
What if a partner's website has not changed?
Tell Notis to create a note only when it finds useful new information relative to a baseline you supply, or to report current observations without calling them new.
Can I choose what information matters?
Yes. Specify topics such as services, target customers, or partnership announcements in the automation prompt.
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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