Find researched prospects missing from Capsule
Turn a batch of prospect research into a focused CRM gap review on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Parties
Lists contacts in the account.
Why this helps
A growing list of researched prospects makes it hard to know which people or organisations have already been added to the CRM.
- Compare supplied prospect research with existing Capsule parties before creating records.
- Reduce duplicate contact creation through identity checks.
- Process research in a predictable review rhythm.
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 compare the prospect research supplied for each run with Capsule parties and create only clearly missing, sufficiently identified records.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real batch and review the matched and newly created parties.
Questions about this workflow
Does the schedule fetch Agenty results automatically?
Agenty has no listed trigger event here. Supply the research to the automation for each run or arrange for an external process to send it to Notis.
How does this avoid duplicates?
The instruction can ask Notis to compare identifying details against the returned Capsule party list and skip uncertain matches.
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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