Find contact details in Agility CMS content
Have Notis check selected content on a schedule and add only clearly identified contacts to Capsule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Contact details buried in published content can be overlooked when CRM updates depend on manual review.
- Surface contact details from selected CMS content
- Avoid repeated manual checks
- Create CRM records only when details are sufficient
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.
- 3Describe which Agility content to inspect and ask Notis to create Capsule parties only for clearly stated, sufficiently complete contact details after checking for likely matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real content item containing contact details.
Questions about this workflow
Does the schedule trigger read every CMS record automatically?
The automation can only inspect content available through the connected Agility CMS access and the prompt's scope.
What happens to incomplete details?
Notis should report them for review rather than create a party from guessed information.
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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