Add Agility CMS leads to Capsule CRM
Send a lead from Agility CMS to Notis and keep the new contact ready in Capsule.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Capsule CRM Party
Creates a record for a person or organisation.
Why this helps
Leads captured in content workflows can sit outside the CRM until someone remembers to add them.
- Reduce manual contact entry
- Check Capsule for a likely existing person before creating a record
- Keep new leads available for follow-up
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 that Notis should use incoming Agility person details to check Capsule for a likely match and create a contact when none exists.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real lead sent from Agility CMS.
Questions about this workflow
Does Agility CMS provide a trigger event for this workflow?
No. A Notis webhook starts it when Agility CMS sends an HTTP request to the webhook.
Will it update an existing Capsule contact?
This workflow creates a contact when no likely match is found. Review possible matches before creating to avoid duplicates.
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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