Keep client details aligned across Agiled and Capsule
Send a client update to Notis and have it update the matching Capsule party, with uncertain identity matches surfaced for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
When client details change, updating multiple systems by hand can leave Capsule records stale or inconsistent.
- Reduce repeated edits across systems.
- Keep client records current.
- Avoid applying changes to the wrong party.
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 match the supplied Agiled client identity to an existing Capsule party, apply verified changes, and report uncertain matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client change request sent to the Notis webhook.
Questions about this workflow
Will it create a new Capsule party if there is no match?
This workflow is for updating an existing party. Instruct Notis to report a missing match for review rather than creating a new record.
What should the webhook include?
Send enough identifying information to find the existing Capsule party and the verified details that changed.
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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