Turn credential events into clear next steps
When a credential event needs a human follow-up, put the action where your team manages its work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
A useful follow-up can get buried in certificate activity when nobody turns it into a task.
- Create a Capsule task from a relevant incoming credential event.
- Include a due date when the request or instruction supplies one.
- Make follow-up visible alongside other CRM work.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that decides from the request context whether follow-up is needed and creates a task with a supplied due date.
- 3Choose the Notis webhook trigger and arrange for the request to include recipient details and relevant follow-up context.
- 4Choose where run reports should go, then test with one real example.
Questions about this workflow
Can Notis infer the reason for follow-up?
It can use the details and rules you provide. Include the reason or a clear decision rule in your instruction.
Does this send a message to the recipient?
No. The selected Capsule action creates a task; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Capsule crm. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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