Make recipient reviews easier to remember
Turn a recurring credential review into a task when a recipient needs a human check-in.
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
Periodic recipient reviews are easy to postpone when they depend on memory instead of a visible task.
- Create tasks when the scheduled review finds a condition you specify.
- Keep recipient follow-up in Capsule task lists.
- Use run reports to spot missing details that prevent a useful task.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Capsule CRM once in Notis.
- 2Create an automation that checks available recipient information and creates a task only when your follow-up rule is met.
- 3Choose a Notis recurring schedule and set the review cadence.
- 4Choose a run-report destination, then test with one real recipient example.
Questions about this workflow
Can this remind recipients automatically?
No. The Capsule action creates a task for your team. Sending a message would require a separate supported action.
What if the review does not provide a due date?
Include a default due-date rule in your instruction or have Notis report that the task needs a due date.
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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