Keep customer feedback with the relationship
Make feedback available to the people who manage the customer relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Feedback can be separated from the customer record, making it harder to follow up or spot recurring context.
- Preserve customer context in Capsule
- Make feedback easier to find later
- Keep notes linked to a known party
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 feedback is useful to retain and ask Notis to create a concise note on the clearly identified Capsule party.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real feedback submission and verify its note.
Questions about this workflow
Should every feedback submission become a note?
Define which feedback matters for the CRM so routine or irrelevant submissions do not add noise.
What happens if the feedback is anonymous?
Without a clear Capsule party, Notis should report or skip it according to the rule you set rather than guess.
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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