Give every Agiled kickoff a home in Capsule
Send a project kickoff to Notis and let it create the matching Capsule project, so delivery context stays close to the client record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a project to track work or an engagement associated with a person or organization.
Why this helps
Project details can live in Agiled while client context and follow-up live in Capsule, making it easy to lose the connection at kickoff.
- Keep client and delivery records connected.
- Reduce duplicate project setup.
- Start new engagements with less context switching.
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 project from the Agiled kickoff details and link it to the matching party.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real kickoff request sent to the Notis webhook.
Questions about this workflow
Does Agiled start this automatically?
Agiled has no listed trigger event here. The workflow starts when an HTTP request reaches the Notis webhook, so configure a sender to send the kickoff details.
What if Capsule has no matching party?
Instruct Notis to report the missing match instead of creating a project without a confirmed client.
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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