Review contact details across Agility and Capsule
Spot contact detail changes in selected content and keep the right Capsule record current.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Capsule CRM Party
Updates an existing record for a person or organisation.
Why this helps
Details drift when updates are published in one place but never make it back to the CRM.
- Catch clear changes during routine reviews
- Keep updates tied to an identified party
- Avoid overwriting details with unsupported guesses
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.
- 3Specify the Agility content scope and ask Notis to update only explicitly changed details for a clearly matched Capsule party.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact whose updated details are present in the selected content.
Questions about this workflow
Can the automation decide which source is authoritative?
State which source should be treated as current for the details being reviewed. Without that rule, Notis should report differences for review.
Will it create missing parties?
No. This workflow updates identified Capsule parties. Missing matches should be reported.
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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