Start the Day with a Capsule Follow-Up Review
Have Notis gather your Capsule tasks on a schedule so the day's follow-ups are easier to see in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
Starting the day by hunting through task lists makes it easier to miss the follow-up that matters most.
- See Capsule tasks in a regular review.
- Spend less time reopening the CRM to find follow-ups.
- Get a concise summary in the channel where you plan your day.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Capsule tasks and summarize the follow-ups that need attention.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real run and review the task summary.
Questions about this workflow
Can I set a recurring time?
Yes. Choose a recurring schedule as the trigger when you create the automation.
Does this change the tasks?
No. The selected action retrieves tasks for a review; it does not complete or edit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Capsule crm. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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