Track partnership leads from Agility content
Keep partnership interest visible as a Capsule opportunity when the source details support it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
Partnership signals can get buried in content and never reach the pipeline.
- Give partnership leads a defined place in the pipeline
- Keep each opportunity connected to a known party
- Filter out vague references without actionable context
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 content to review and define what qualifies as explicit partnership interest before asking Notis to create a linked Capsule opportunity.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real content item that contains a clear partnership lead.
Questions about this workflow
Can Notis infer that a mention means partnership interest?
Define the qualifying language or evidence in the prompt. Notis should not treat a general mention as a lead without that basis.
What if the content does not identify a contact?
The automation should report the lead for review rather than create an opportunity without an identified party.
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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