Keep recent CRM activity current with research
Bring material website research into the records your team has touched recently.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Entries By Date
Lists notes, emails, and completed tasks from newest to oldest.
Why this helps
Recent CRM activity can become stale when important changes on a prospect or customer website go unrecorded.
- Review recent Capsule entries alongside supplied research findings.
- Add a note only when the finding materially changes the record context.
- Keep recent sales activity informed by external website changes.
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 review recent Capsule entries against supplied Agenty findings and add a concise note only for a material update with a clear related record.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example with a recent entry and a relevant research update, then review the note.
Questions about this workflow
Does this workflow monitor websites by itself?
No. Agenty has no listed trigger event here, so supply its findings to each scheduled run or send them through an external process.
What can the Capsule entries action return?
It can list notes, emails, and completed party tasks by entry date. The note creation 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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