Keep Capsule project history useful and current
Ask Notis to review project progress on a cadence and record only the milestones that will help with future client conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Client context gets harder to reconstruct when project progress is spread across updates and never summarized in the CRM.
- Make meaningful progress easier to find.
- Keep client conversations grounded in recent work.
- Avoid logging every routine status change.
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 review Agiled project progress and add a concise Capsule note only for meaningful milestones linked to a confirmed record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project milestone and check the resulting note.
Questions about this workflow
Will this create a note for every status update?
Instruct Notis to capture meaningful milestones only, so Capsule stays useful rather than filling with routine changes.
What if the project cannot be matched to a Capsule record?
Ask Notis to include it in the run report for review instead of attaching a note to an uncertain 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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