Give customer engagements a home in Capsule CRM
Start a focused project for an engagement and keep the customer relationship connected to the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
Customer work can get lost between sales records and the tools used to track delivery.
- Give active engagements a dedicated place to track work
- Connect delivery context to the customer
- Make handoffs easier to follow
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 qualifies as an engagement, how to identify its Capsule party, and what project details to include.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real engagement and review the linked Capsule project.
Questions about this workflow
Does Agile CRM trigger the project creation directly?
Agile CRM has no listed trigger events. This workflow starts when a Notis webhook request is sent with the engagement details.
What if there is no matching Capsule party?
Specify that Notis should report the missing match for review. The project should be linked to the intended person or organization.
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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