Turn organization inquiries into Capsule records
Keep company inquiries organized as Capsule parties, with duplicate checks before creation.
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
Company leads can be hard to follow when inquiry details remain only in the CMS.
- Keep company inquiries in the CRM
- Check for a likely organization match first
- Preserve the source inquiry context for the team
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.
- 3Ask Notis to use complete organization details from each webhook, check Capsule for a likely existing party, and create a new organization when no likely match exists.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real organization inquiry.
Questions about this workflow
Can this create both a person and an organization?
The create-party action can create a party. Describe which record type to create based on the incoming details, and avoid creating records when the type is unclear.
What if the organization already exists?
The prompt should ask Notis to check for a likely match and avoid creating a duplicate.
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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