Keep deal stakeholders attached to Capsule opportunities
Make it easier to see who else is involved when an opportunity moves forward.
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
Additional decision makers can be missing from an opportunity when teams track only its primary contact.
- Keep opportunity participants visible
- Support clearer sales handoffs
- Reduce missed stakeholder follow-up
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 how to identify additional deal stakeholders, match the opportunity, and skip uncertain matches.
- 4Choose notis_cron as the trigger, set the schedule, and choose where run reports should go.
- 5Test with one real deal and confirm the stakeholders appear on its opportunity.
Questions about this workflow
Can this workflow find all deal participants in Agile CRM?
Only if participant information is available in the data Notis receives. Provide any missing relationship context in the workflow input.
Does this replace the primary opportunity party?
No. The action adds an additional party to an existing opportunity. It is intended for stakeholders beyond the primary assigned 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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