Turn website findings into timely CRM follow-ups
Pair your current CRM task list with fresh research to spot a concrete next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Lists tasks in the account.
Why this helps
Research and task lists live in separate places, so a new signal may never become a timely follow-up.
- Review existing Capsule tasks alongside supplied website research.
- Create a task only when the finding supports a distinct next action.
- Avoid duplicating an existing task for the same follow-up.
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 Capsule tasks against the supplied website findings and create a task only for a distinct action with a due date and record context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real example with a research finding and relevant Capsule tasks, then review the outcome.
Questions about this workflow
Will Notis automatically retrieve Agenty monitoring results on schedule?
No Agenty trigger event is listed. Supply the research findings for each run or have an external process send them to Notis.
How does it avoid duplicate follow-ups?
The instruction can ask Notis to check returned Capsule tasks for an equivalent action before creating a new one.
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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