Keep account website changes with each CRM record
Give Notis a list of accounts and the changes that matter. It can check their sites and keep your Capsule notes current.
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
Important product, leadership, or company updates can be missed when account research lives in separate tabs.
- Review supplied company sites on a recurring schedule.
- Keep relevant published updates attached to their CRM records.
- Include the finding and source context in a concise note.
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 identify the account sites and changes worth recording.
- 3Tell Notis to compare the current site information with a baseline you provide or report only newly observed details, then add a note to the matching Capsule record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and verify the note in Capsule.
Questions about this workflow
Can Notis tell whether information is new?
To reliably identify changes, provide a prior snapshot or another baseline. Without one, tell Notis to report what it currently observes without claiming it is new.
Which changes can I track?
Specify the signals that matter to you, such as a published product launch or leadership change, and only ask for information the site exposes.
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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