Create a focused renewal review list
Start renewal planning with the exact parties or opportunities that meet your criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Renewal preparation gets delayed when candidates must be rebuilt manually from broad CRM views.
- Create repeatable renewal cohorts
- Focus review time on the right records
- Make upcoming work easier to plan
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Capsule crm.
- 2Create an automation describing the renewal criteria and the summary you need from matching records.
- 3Pick notis_cron and set the review schedule.
- 4Choose a report channel and test against one known renewal cohort.
Questions about this workflow
Can the query include opportunities?
Yes. Run Filter Query supports parties, opportunities, or cases when your criteria are structured.
Can I change the criteria later?
Yes. Update the plain language instruction as your renewal process evolves.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Capsule crm. A trigger fires from one place; an action lands in another.
0CodeKit 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
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
0CodeKit and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.