Make client commitments hard to drop
When Agiled captures a clear next step, send it to Notis to create the corresponding Capsule task with its deadline and client context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
A promised follow-up can disappear between project work and CRM admin, especially when the next action has no reminder.
- Turn promises into visible next steps.
- Keep follow-ups connected to client context.
- Reduce mental load from remembering dates.
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 create a Capsule task from the supplied commitment, due date, and confirmed related records; report missing dates or links.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real commitment request sent to the Notis webhook.
Questions about this workflow
Can the workflow invent a due date if none is provided?
No. The request should include a due date, or Notis should report that it is missing for you to resolve.
Can the task be linked to a client or opportunity?
The Capsule action can optionally link tasks to parties, opportunities, or projects. Include enough information to identify the intended record.
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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