Close the gaps between your Agiled clients and Capsule
Let Notis compare client records on a schedule, add confidently missing parties to Capsule, and flag possible duplicates for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Client records can drift between systems, leaving some people unavailable when you need their history or next steps.
- Find clients missing from Capsule.
- Avoid creating uncertain duplicate records.
- Reduce periodic manual reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to compare Agiled clients with Capsule parties, create only confidently missing records, and report possible duplicates.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real set of clients and review each resulting party.
Questions about this workflow
Will this merge duplicate Capsule parties?
No. The listed action creates a party. Ask Notis to report possible duplicates for manual review rather than creating another record.
How does it decide whether a client is missing?
Tell Notis which available identifying details to compare, such as the supplied name and email, and have it flag uncertain matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Capsule crm. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.