Move new Agiled leads into Capsule
When a lead handoff reaches Notis, create a Capsule party with the supplied details and flag incomplete records for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Re-entering lead details takes attention away from timely outreach and can leave promising contacts out of Capsule.
- Cut manual contact entry.
- Keep new leads visible in Capsule.
- Catch missing details before follow-up.
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 party from the supplied Agiled lead details and report incomplete or uncertain records.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead request sent to the Notis webhook.
Questions about this workflow
Can this create either a person or an organization?
Yes. The Capsule action supports a party that is a person or an organization; include enough detail in the request for Notis to identify the intended type.
How should duplicate leads be handled?
Ask Notis to check for a clear existing match before creating a party, and report ambiguous matches for review.
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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