Keep customer story context in Capsule
Tie relevant published stories back to the customer record your team uses.
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
Customer stories are public proof, but their relationship history can be hard to find in the CRM.
- Keep customer proof near the relationship record
- Make relevant stories easier to find in future conversations
- Avoid attaching stories to an uncertain customer
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.
- 3Specify which customer story content to review and ask Notis to create a concise note on the clearly identified Capsule party.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real customer story and confirm the linked party.
Questions about this workflow
Will the workflow create a new customer party if it cannot find one?
No. This workflow logs a note on an identified party. Unmatched stories should be reported for review.
Can it include the full story text in the note?
You can request specific context, but a concise summary is usually easier to scan in Capsule.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.