Keep project decisions with the Capsule record
Capture a decision once and let Notis add a Capsule note with the context your future self needs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Important decisions are easy to forget when they stay buried in project updates and are not visible alongside the client history.
- Keep key context near the client record.
- Make handoffs easier to understand.
- Reduce time spent searching old updates.
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 summarize the supplied project decision as a concise Capsule note and link it to the confirmed related record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real decision request sent to the Notis webhook.
Questions about this workflow
Can this create an email or task entry?
No. The listed Capsule action creates note type entries only.
What if the related Capsule record is unclear?
Instruct Notis to report the uncertainty and avoid attaching the note to an unconfirmed 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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