Follow up on newly published Agility pages
Turn significant page launches into a small, clear next step in Capsule.
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
A page can go live without anyone remembering the review, approval, or customer follow-up it needs.
- Make post-publication checks visible
- Create tasks only for pages matching your rule
- Give each review a clear due date
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.
- 3State which published pages need a review and ask Notis to create a Capsule task with your due-date rule and a record link when clearly available.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real page publication that meets the review rule.
Questions about this workflow
Does every page publication create a task?
Only if you describe every publication as requiring a review. Otherwise, define which pages need follow-up.
What should I include for a due date?
Include a clear timing rule in your prompt, such as the number of days after publication.
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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