Start your review with a Capsule task overview
Get a recurring summary of tasks in Capsule so planned follow-up is 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
Lists tasks in the account.
Why this helps
Tasks spread across a CRM can be hard to scan when you are deciding what needs attention next.
- Review returned tasks in a concise report.
- Keep follow-up visible on a schedule that suits your routine.
- Use related data when Capsule returns it.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which Capsule tasks Notis should retrieve and how to summarize the returned task details for your review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects the tasks returned.
Questions about this workflow
Does this action create or complete tasks?
No. The listed action retrieves tasks. It does not create, update, or complete them.
Can the report include related records?
Ask Notis to summarize related data when the task query returns it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Capsule crm. A trigger fires from one place; an action lands in another.
Abstract 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
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Connect any two apps with Notis in the middle.
Abstract and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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