Turn Agility CMS inquiries into sales opportunities
Capture sales intent from an Agility CMS inquiry as a Capsule opportunity, with the lead attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Opportunity
Creates an opportunity to track a potential sale with a party.
Why this helps
A serious inquiry can disappear among content updates if nobody creates a sales record.
- Keep qualified inquiries visible in the sales pipeline
- Preserve the connection between the opportunity and its party
- Reduce missed handoffs from content to sales
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.
- 3Tell Notis to assess each incoming inquiry and create a Capsule opportunity linked to its party only when the payload includes enough information to identify both.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real inquiry that includes a contact and sales context.
Questions about this workflow
Does this workflow decide whether an inquiry is qualified?
Notis can apply criteria you describe in the prompt. Provide the criteria or have it create opportunities only when the payload clearly indicates sales intent.
What if the inquiry does not identify a Capsule party?
The automation should report that it lacks enough information rather than create an unlinked or guessed opportunity.
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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