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Notis

Keep unresolved abuse reports moving

Give unresolved reports a clear review step by turning the reports available to a scheduled run into Capsule CRM tasks.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Task

Creates a task with a description and due date, optionally linked to related records.

Why this helps

An open report can remain unnoticed when there is no regular moment to revisit it.

  • Make unresolved reports visible as follow-up work
  • Include report context for the reviewer
  • Use only report status available to the run

Setup

Build it in a few focused steps.

  • 1Connect Abuselpdb and Capsule CRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the report review.
  • 3Tell Notis to identify unresolved reports in the data available to the run and create a Capsule task for each report that meets your review criteria.
  • 4Choose the notis_cron trigger and set a recurring schedule, then choose where run reports should go.
  • 5Test with one real unresolved report and check the task details.

Questions about this workflow

How does Notis know a report is unresolved?

The report data available to the run must include status or another clear indicator. If it does not, provide the status context or change the criteria.

Will this task be linked to a party?

It can be linked when the run includes a confirmed Capsule party identification. The instruction should flag missing or ambiguous matches.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abuselpdb to Capsule crm. A trigger fires from one place; an action lands in another.

Abuselpdb triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Abuselpdb and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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