Keep supplier research in Capsule CRM
Turn a supplier website into an organisation record, with the useful details kept close to your business contacts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Supplier options researched in separate tabs are hard to compare or revisit when you need them.
- Keep supplier details in the same CRM as other business relationships.
- Capture only information published on the supplied site.
- Make researched supplier options easier to revisit.
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 which supplier details are useful.
- 3Tell Notis to inspect the supplied supplier website, check for an existing Capsule party, and create an organisation record when there is enough identifying information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one supplier website and review the party details.
Questions about this workflow
Can the workflow compare supplier pricing?
Only if the website publishes pricing in a form AgentQL can access. Ask Notis to state when pricing is missing or unclear.
Will it make a duplicate supplier record?
Instruct it to search Capsule for an existing matching organisation first and report possible matches.
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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