Keep Agility CMS inquiries from going unanswered
Turn each inquiry that needs a reply into a visible Capsule task with a due date.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Founders often have to remember follow-ups while switching between a website inbox and the CRM.
- Make next steps visible in Capsule
- Set a due date based on a rule you provide
- Avoid creating tasks for inquiries that need no response
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 when an inquiry needs a reply and ask Notis to create a Capsule task with a reasonable due date, linked to the identified party when available.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry that requires a response.
Questions about this workflow
Can the workflow invent a due date?
Give Notis a due-date rule in the prompt, such as a number of days after receipt. If no rule is supplied, it should report that the due date is unclear.
Can the task link to an inquiry contact?
Yes, when the incoming details identify the Capsule party clearly enough to link it.
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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