Keep launch summaries beside Capsule records
Give customer and sales records a short history of relevant content launches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
Useful launch context is easy to lose when it is scattered across CMS updates and CRM records.
- Keep a compact history of relevant launches
- Reduce manual status updates
- Link notes only when the related record is clear
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 which launch activity to summarize, the review period, and how to link a concise Capsule note to an identified record.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real launch period and check the resulting note.
Questions about this workflow
Can it summarize all content activity?
Set a relevant content scope in the prompt so the note stays useful and avoids routine updates.
What if one launch relates to multiple CRM records?
Specify how to handle multiple clear matches. Notis should report ambiguous links rather than attach the note arbitrarily.
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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