Keep unsubscribe context visible in your CRM
Make an unsubscribe easier to understand during future outreach by keeping the available context with the matching Capsule CRM party.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Why this helps
When contact preferences are separated from the CRM, teammates may miss important context during follow-up.
- Keep available preference context with the contact
- Help teammates avoid uninformed follow-up
- Reduce manual cross-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 to review available unsubscribe records and add a concise note to the confidently matched Capsule CRM party.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real unsubscribe record and confirm the intended party received the note.
Questions about this workflow
Does this workflow change subscription status in Capsule CRM?
No. The listed action creates a note. It does not update a subscription preference field or change ActiveTrail consent.
What if there is no confident party match?
Ask Notis to report the unmatched record for review and not create a note on a guessed party.
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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