Keep customer context handy in Capsule CRM
Bring the important background into Capsule CRM so the next conversation starts with context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Useful customer details spread across CRM records are easy to miss when preparing for a call or handoff.
- Make key context easier to scan
- Reduce time spent switching between CRMs
- Leave a durable note on the relevant Capsule record
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 what context Notis should summarize, how to match the Capsule record, and what to do when a match is uncertain.
- 4Choose notis_cron as the trigger, set the schedule, and choose where run reports should go.
- 5Test with one real customer and review the resulting note.
Questions about this workflow
Will the note include every Agile CRM interaction?
Only information returned by Agile CRM or supplied to Notis can be summarized. Specify the kinds of details that matter and keep the note focused.
How does the workflow avoid attaching a note to the wrong person?
Instruct Notis to require a clear matching identifier and report ambiguous matches for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.