See Capsule follow-ups in a regular review
Get a recurring view of the work waiting for you, so next steps are easier to pick up without hunting through the CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Lists tasks in the account.
Why this helps
A scattered task list makes it harder to spot the follow-ups that need attention first.
- Create a repeatable follow-up review.
- Retrieve Capsule tasks with available filters or related data.
- Summarize work using criteria you provide.
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 tasks to retrieve and how to summarize them using available task data.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Run once and check the task summary against Capsule.
Questions about this workflow
Can the workflow complete or reschedule tasks?
This workflow retrieves tasks for review. It does not complete or reschedule them.
Can it report overdue tasks?
Specify the overdue criteria and make sure the task results include the dates needed to evaluate 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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