Turn a website inquiry into a clear next step
Give a submitted inquiry a place in your task list, with context from the company's website.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Inbound interest can arrive while you are busy and disappear before anyone schedules a follow-up.
- Create a task while the inquiry is still easy to act on.
- Add website context that helps make the follow-up relevant.
- Use your chosen due-date rule to make the next step concrete.
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 inquiry context and follow-up rule.
- 3Tell Notis to inspect the supplied page, find or create the matching Capsule party as appropriate, and create a task using your due-date rule.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real inquiry and confirm the task is linked correctly.
Questions about this workflow
Does this send a reply to the person?
No. This workflow creates a Capsule task for a follow-up. It does not send a message.
What if the inquiry page lacks a clear company identity?
Tell Notis to avoid creating or linking records when identity is unclear and to report what information is missing.
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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