Make contact review a repeatable routine
Set aside a predictable moment to review Capsule contacts and surface the records that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Parties
Lists contacts in the account.
Why this helps
Contact reviews are easy to postpone when they require remembering where to start and which records matter.
- Create a regular starting point for contact reviews.
- Retrieve Capsule parties for review.
- Use your supplied criteria to focus attention.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which Capsule contacts to retrieve and what criteria to use for the review.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Run once and review the returned contacts and report.
Questions about this workflow
Can it determine which contacts are stale?
Only if you provide a definition and the required dates or history are available in the returned data.
Does this update records automatically?
This workflow lists parties for review. It does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Capsule crm. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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