Catch up on customer activity before acting on device alerts
See recent customer notes, emails, and completed tasks in the same review that checks available device information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Entries By Date
Lists notes, emails, and completed tasks from newest to oldest.
Why this helps
Taking action on a device alert without recent customer context can cause duplicate or mistimed follow-up.
- Review recent CRM history before deciding what to do next.
- Include only activity relevant to the selected customer or device.
- Reduce context switching between operational data and customer records.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the activity digest.
- 3Describe which customers to review and how recent Capsule entries should be summarized.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and check the summary against the Capsule entries.
Questions about this workflow
What Capsule activity can this retrieve?
The listed action retrieves notes, emails, and completed party tasks in descending entry date.
Can it include all device readings?
Only readings available to the automation can be included. If they are unavailable, the report should say so and summarize the Capsule activity it can retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Capsule crm. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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