Connect the buying committee to the opportunity
Keep the people involved in a purchase visible alongside the Capsule opportunity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add Party to Opportunity
Adds an additional person or organization to an existing opportunity.
Why this helps
Opportunity context is incomplete when only one contact is connected despite several people being involved.
- Show more of the decision making group
- Help teams coordinate stakeholder follow-up
- Keep relationships connected to the deal
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Capsule CRM once in Notis.
- 2Create an automation in Notis and name it.
- 3Describe which account contacts count as relevant stakeholders and how to match the opportunity and parties.
- 4Choose notis_cron as the trigger, set the schedule, and choose where run reports should go.
- 5Test with one real account and opportunity, then review the added parties.
Questions about this workflow
Does this workflow add every account contact?
No. Define which contacts are relevant to the deal, such as known decision makers or active participants. The required context must be available to Notis.
What if an Agile CRM contact has no Capsule match?
Have Notis report the person for review rather than attach a different or uncertain party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Capsule crm. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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