Keep a recurring threat summary with the right party
Give relationship owners a concise view of relevant threat findings in the Capsule CRM record they already use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
A stream of security updates can be hard to scan when someone needs a quick view of what matters to one relationship.
- Make recurring findings easier to scan
- Keep the summary with an identified party
- Preserve important report references in CRM
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 describe the summary you need.
- 3Tell Notis to summarize the threat findings available to the run and add a note to the identified party, flagging unclear party matches.
- 4Choose the notis_cron trigger, set a weekly schedule, and select where run reports should go.
- 5Test with one real set of findings and confirm the note is attached to the right party.
Questions about this workflow
What data does the weekly summary cover?
It covers the threat intelligence data available to that scheduled run. Specify the scope or provide the relevant findings as part of the run context.
Can this identify which findings are new?
Only when the prior findings or a comparison baseline are available to the run. Otherwise, it can summarize the supplied current findings.
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.
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.
Abuselpdb and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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