Give completed email sequences a clear next step
Close the loop after a sequence ends. Notis can check available ActiveTrail status and create a CRM task for leads ready for follow-up.
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
A sequence ending does not automatically tell a busy team what to do next.
- Turn sequence completion into a visible next action
- Apply your follow-up criteria consistently
- Reduce leads left without an owner action
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which available sequence completion details qualify and to create a Capsule CRM task for the matching lead.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test one eligible completion and one case that should not create a task.
Questions about this workflow
Can the workflow run the moment a sequence completes?
ActiveTrail trigger events are not listed for this package. This workflow checks available data on a recurring schedule.
Can it create tasks for every sequence completion?
Yes, if that is your rule and the relevant status and matching contact are available. Otherwise specify the eligibility criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Capsule crm. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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