See open follow-ups during device checks
Bring outstanding tasks into your scheduled device review so operational context and promised next steps stay together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Lists tasks in the account.
Why this helps
Device checks can surface issues without showing whether the team already has a follow-up in progress.
- See relevant tasks while reviewing device activity.
- Reduce duplicate follow-ups by checking existing work.
- Receive a concise report of readings and related tasks.
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 accounts or devices to check and how to summarize related Capsule tasks.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and verify that relevant tasks appear in the report.
Questions about this workflow
Will this create or change tasks?
No. It retrieves tasks for review. Creating a task would require a separate automation instruction using the Capsule task creation action.
What if device data is not available at the scheduled run?
Have the automation report that the reading is unavailable and continue only with information 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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