Carry qualified Agile CRM deals into Capsule CRM
Move a deal into Capsule CRM with the context your team needs to pick up the conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
A deal handoff can lose its value, timing, and customer context when it is recreated by hand.
- Reduce duplicate data entry during handoff
- Keep deal context with its opportunity
- Make qualified deals visible in Capsule CRM
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 when a deal is ready to become a Capsule opportunity and what context to include.
- 4Choose notis_webhook as the trigger and select where run reports should go.
- 5Test the automation with one real deal and review the opportunity.
Questions about this workflow
Does this workflow monitor Agile CRM deals automatically?
Agile CRM has no listed trigger events. A Notis webhook request starts the workflow, so arrange for the request to be sent when your chosen handoff occurs.
What if the deal lacks a value or expected close date?
Notis can create the opportunity only with available information. State how to handle missing details, such as leaving them blank or reporting them 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.