Give qualified leads a place in your Capsule pipeline
When a lead is ready for sales follow-up, send its details to Notis and create a Capsule opportunity tied to the matching party.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Qualified interest can get lost between project and CRM tools when nobody turns it into a trackable sales opportunity.
- Make qualified demand visible in the pipeline.
- Keep the opportunity tied to its client.
- Avoid manually recreating sales context.
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 opportunity from the qualified lead details and associate it with the confirmed matching party.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead request sent to the Notis webhook.
Questions about this workflow
Does this workflow choose a Capsule pipeline stage?
The action description does not specify stage selection. Include the desired stage only if supported by the connected action, and otherwise review the created opportunity in Capsule.
What if the lead does not match a party?
Ask Notis to report the missing or ambiguous party match before creating an opportunity.
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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