Turn scheduled prospect research into opportunities
Give Notis a prospect list and your qualification criteria. It can research the sites and open opportunities for matches.
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
Prospect research can pile up in tabs without becoming actionable pipeline records.
- Keep prospect review moving on a recurring schedule.
- Create pipeline records only for prospects that meet your stated criteria.
- Include relevant evidence from the researched website in the opportunity details.
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, with a prompt that identifies the prospect list and your qualification criteria.
- 3Tell Notis to research each supplied website and create a Capsule opportunity for qualifying prospects, using only evidence found or criteria you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and inspect the opportunity in Capsule.
Questions about this workflow
Where does Notis get the prospect list?
Specify a list or source that the automation can access in your prompt. The automation cannot infer a list you have not supplied.
Can Notis decide what counts as qualified?
Yes, when you give it explicit criteria. If a criterion depends on information not available on the website, provide that information or exclude it.
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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