Carry campaign outcomes into Capsule CRM
Keep useful campaign responses beside the customer record where your next conversation begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Campaign outcomes can be hard to find when the person responsible for follow-up works primarily in another CRM.
- Keep campaign response context with the contact
- Help sales follow up with better timing
- Reduce CRM switching during preparation
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 campaign outcomes are worth recording and how to identify the corresponding Capsule party.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real campaign outcome and review the note.
Questions about this workflow
Will every campaign event create a note?
No. Describe which outcomes matter, such as a reply or a requested conversation. The webhook input must include the relevant outcome details.
Can this create email or task entries in Capsule?
The listed Create Entry action creates note type entries only. It cannot create emails or tasks.
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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