Keep lost-deal context with the Capsule customer record
Capture the reason a deal did not move forward so future conversations start with better context.
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
Lost-deal explanations often disappear from view when teams later revisit the same customer or organization.
- Preserve useful customer context
- Support more informed future conversations
- Reduce repeated investigation
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 lost-deal learnings to keep, how to match the Capsule party, and what sensitive or irrelevant details to omit.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test with one real lost deal and review the note for accuracy.
Questions about this workflow
Does Capsule's listed action set a lost reason on an opportunity?
No. This workflow creates a note entry with relevant context. The listed actions do not include changing an opportunity's outcome or lost reason.
What information should the note contain?
Keep it to useful, factual context for future work, such as the stated reason and a potential revisit condition when available.
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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