Catch campaign leads that still need a follow-up
Set a clear definition of stale, and let Notis check the available lead and activity data on a schedule. Eligible records get a Capsule CRM task.
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 promising campaign lead can go quiet while everyone assumes someone else will follow up.
- Surface leads that meet your no-follow-up rule
- Create a concrete CRM next step
- Reduce manual list checking
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 what counts as stale using available dates or activity data, and to create a task for each eligible lead.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one lead that meets the rule and one that does not.
Questions about this workflow
Can Notis know whether a lead has been contacted recently?
Only if the relevant activity history is available from the connected apps. If it is unavailable, provide the needed information or change the rule.
How should I choose the schedule?
Pick a cadence that matches how often your team reviews campaign leads. A schedule triggers the check; it does not guarantee that source data is available.
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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