Turn a website lead into a Capsule contact
Send Notis a lead page and keep the useful contact details with your sales records.
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
Copying names and contact details from websites into a CRM creates busywork and leaves leads easy to overlook.
- Capture published contact details in one step.
- Reduce manual copying between browser research and CRM.
- Review extracted details before creating a record when information is unclear.
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 add its name and prompt.
- 3Tell Notis to extract a lead's published details from each submitted website and create a Capsule party only when the details are sufficient.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real lead page and check the resulting Capsule record.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Include the website URL and any useful context in the request.
Will it invent missing contact details?
No. Tell Notis to use only details AgentQL can find and leave unavailable details out.
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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