Start a Capsule project from confirmed engagement research
Move a confirmed engagement from research into a project your team can manage.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
When an engagement is confirmed outside the CRM, project setup can lag behind the work and lose important context.
- Create projects for confirmed engagements instead of every researched lead.
- Carry supplied engagement details into the automation prompt for context.
- Keep project setup connected to the identified person or organisation.
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 what evidence confirms an engagement and require the party identity and project details before creating a project.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real confirmed engagement example and verify the new Capsule project.
Questions about this workflow
Should this run for any researched prospect?
No. Set the instruction to require evidence of a confirmed engagement and enough detail to create a useful project.
What should the webhook payload include?
Include the party identity, project details, and any context Notis needs to decide whether the engagement is confirmed.
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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