Keep inquiry context with the CRM record
Capture the customer's own context in Capsule so the next conversation starts informed.
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
A CRM record without the original inquiry context forces people to reopen the CMS or ask the same questions again.
- Preserve useful inquiry details
- Give the next responder context without another search
- Link notes to the clearly identified record
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 inquiry details to preserve and ask Notis to create a concise note on the clearly identified Capsule party or opportunity.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry and verify its linked note.
Questions about this workflow
Will the note include the entire inquiry payload?
Tell Notis which details matter. A concise note is easier to scan and should avoid unnecessary data.
Can this create an email entry in Capsule?
No. The supported create-entry action creates notes, not emails.
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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