Turn document milestones into follow-up tasks
Make the next step visible when a document needs attention after it is generated or sent.
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
When a document needs a reminder or follow-up, the next action can disappear into a busy day.
- Create a task when a document event calls for a next step.
- Keep follow-up work in the CRM task list.
- Use the due date included with the document update.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge's webhook sender and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Capsule CRM task when a document update calls for follow-up, using the supplied description and due date.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real follow-up example and check its task and due date.
Questions about this workflow
Can the workflow create an email or signature request?
No. The selected Capsule CRM action creates a task. It does not send email or request a signature.
Where does the due date come from?
Use a due date included in the webhook request or specify another reliable source in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.