Keep Capsule contact details current
When Agility sends a contact update, apply clear changes to the matching Capsule party.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Contact changes can be repeated across tools, leaving the CRM out of date.
- Reduce repeated contact maintenance
- Update only details supported by incoming data
- Keep the CRM aligned with a known contact
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify the existing Capsule party and to update only fields explicitly present in the Agility payload.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contact update and verify the changed record.
Questions about this workflow
Does this action create a contact if no match exists?
No. This action updates an existing party. Use a create-party workflow for verified new contacts.
Can Notis infer missing contact information?
No. The prompt should limit updates to details explicitly supported by the incoming data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Capsule crm. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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