Keep your Capsule contact list aligned with Agility
Review the directory you choose and add only complete, non-duplicate contact records.
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
Directory updates can add useful relationships, but manual copying creates repetitive work and duplicate records.
- Reduce repeated directory data entry
- Check for existing parties before adding contacts
- Handle incomplete entries with a review report
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 the directory and ask Notis to create parties only for complete, verified entries after checking Capsule for likely matches.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real directory entry and review the resulting party.
Questions about this workflow
Can it add every entry in the directory?
Set the directory scope and completeness rule in the prompt. Entries that lack required details should be reported or skipped.
How are duplicates handled?
Ask Notis to check for likely existing parties first and avoid creation when a match is found.
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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