Connect researched stakeholders to open opportunities
Keep the people involved in a deal visible on the opportunity your team is already managing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Party to Opportunity
Adds an additional person or organization to an existing opportunity.
Why this helps
New stakeholders often surface during research but remain disconnected from the opportunity they influence.
- Associate an additional party with an existing opportunity.
- Use supplied evidence to distinguish a relevant stakeholder from an incidental mention.
- Keep deal context and stakeholder relationships together in Capsule.
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 add a party to an existing opportunity only when the payload identifies both and explains the stakeholder's relevance.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real stakeholder example with the Capsule opportunity and party identities, then verify the association.
Questions about this workflow
Does this action create a new party?
No. It adds a party to an opportunity. The payload should identify the existing party and opportunity.
What counts as a relevant stakeholder?
Specify the relationship or evidence you want Notis to require in the automation instruction.
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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