Catch prospect announcements and plan a follow-up
A relevant launch or announcement can be a good reason to reconnect. Put the next step on your Capsule task list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Prospect news moves quickly, and a useful opening can pass before you find time to follow up.
- Spot defined announcements on supplied company sites.
- Create a task that explains the reason for reaching out.
- Keep task timing tied to a due-date rule you choose.
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 specify the prospect sites and announcement types to watch.
- 3Tell Notis to create a task for a relevant announcement, link it to the matching Capsule record, and follow your due-date and duplicate-check rules.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real announcement and review the task in Capsule.
Questions about this workflow
Can it monitor announcements from any source?
The prompt should identify accessible websites for AgentQL to inspect. Provide the sites and the kinds of announcements that matter.
How should it set task timing?
Give Notis a clear rule, such as a number of days after an announcement. If the date cannot be established, ask it to report that instead of guessing.
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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