Keep competitor changes with the related CRM record
Turn a monitored website change into a useful note your team can find in Capsule.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Website monitoring updates are easy to miss when they arrive outside the CRM record where your team keeps account context.
- Summarize a supplied website change as a CRM note.
- Keep monitoring context close to a related Capsule record when the payload identifies it.
- Reduce the need to search old alerts before a sales conversation.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to summarize meaningful changes from incoming monitoring reports and create a note linked to the identified Capsule record.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real change report with a related Capsule record identifier and review the note.
Questions about this workflow
Can a note be created without a linked Capsule record?
The prompt should require a usable related record identity before creating the note. Supply that identity in the webhook payload.
Can this create email or task entries?
No. The listed Capsule action creates note entries.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Capsule crm. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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