Turn qualified company research into opportunities
Capture the sales opening behind a researched company before it disappears into a browser tab.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Company research can reveal a strong sales opening, but creating the opportunity later means rebuilding the context from scratch.
- Create a sales opportunity from research that meets your stated qualification criteria.
- Preserve the supplied evidence in the handoff prompt and run report.
- Avoid turning every scraped company into an unqualified deal.
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.
- 3Describe the sales signals that justify creating a Capsule opportunity and tell Notis to skip weaker matches.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real qualified company example from Agenty and review the opportunity.
Questions about this workflow
Can Notis infer my sales qualification rules?
State the signals you want it to use in the automation instruction. Notis can assess only the research supplied in the webhook payload.
Does this workflow find the right Capsule party automatically?
The prompt can ask Notis to use the supplied company identity and available CRM context. Include enough information to distinguish the company.
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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