Give each customer request a clear next action
Capture the request and make its owner action visible in Capsule CRM while the details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Requests recorded during sales or support conversations can be forgotten if they never become a task.
- Turn requests into actionable work
- Keep the request context close to the customer
- Reduce follow-up slips
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 requests merit a task, how to choose a due date, and how to match the Capsule party.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real request and confirm the task is clear and correctly linked.
Questions about this workflow
Does Agile CRM provide a request trigger?
No Agile CRM trigger events are listed. Send a Notis webhook request when the customer request should become Capsule work.
Can Notis set a due date without one in the request?
Only if you give it a rule for choosing a due date. Otherwise, have it report that the due date needs 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
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