Review device-linked customers in one focused pass
Use a recurring review to bring relevant customer records alongside device readings that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Parties
Lists contacts in the account.
Why this helps
Checking device dashboards and customer records separately makes routine reviews slower and easier to skip.
- Create a repeatable customer review routine.
- Retrieve Capsule parties for the accounts flagged by your stated criteria.
- Get a concise run report instead of searching multiple tools.
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 review.
- 3Describe which available readings merit review and how to identify the related Capsule parties.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and confirm the report identifies the intended parties.
Questions about this workflow
Can the schedule read Adafruit IO data automatically?
This package does not define an Adafruit IO trigger or event. Use only readings available through your connected access or provide them to Notis; otherwise the run should report that the data is unavailable.
Does this update the contact record?
No. It lists parties for review. You can use the report to decide whether a record needs an update.
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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