Turn prospect research into a next step
Have Notis look for a relevant reason to follow up and put a clear task on your Capsule 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
Research can reveal a timely opening, but without a task the next step can disappear into the day.
- Turn relevant website changes or announcements into a concrete follow-up.
- Include the reason for the task so it is easier to act on later.
- Use a due-date rule you provide instead of leaving timing to guesswork.
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 describe the sites to review and what counts as a follow-up opportunity.
- 3Tell Notis to create a Capsule task only when it finds a relevant reason, and specify how to set the due date and link the right record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real site and confirm the task and due date in Capsule.
Questions about this workflow
Can the automation make up a due date?
Give it a clear due-date rule in the prompt. If timing depends on information that is not available, ask Notis to report the missing detail instead.
Does every scheduled run create a task?
It should create a task only when the research meets your stated criteria. You can tell Notis to avoid duplicates by checking existing relevant tasks first.
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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