Catch confirmed engagements missing from Capsule projects
Check project coverage against researched engagements without manually reconciling two lists.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Lists projects.
Why this helps
Confirmed work can be absent from the project list when research and CRM updates happen at different times.
- Compare confirmed engagements with existing Capsule projects.
- Create projects only for clear gaps and identified parties.
- Reduce manual reconciliation between research batches and project records.
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 supplied confirmed engagements with Capsule projects and create a project only for a clear missing engagement with sufficient party and project details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real batch and review project matches and any newly created project.
Questions about this workflow
Will the schedule pull new data from Agenty?
No Agenty trigger event is listed. Provide the research batch for each run or arrange for an external process to send it to Notis.
How can I prevent duplicate projects?
Ask Notis to compare the supplied engagement and party details with the returned Capsule projects and skip ambiguous 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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