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Notis

Review campaign tasks from scheduled Adrapid exports

Start each review with the campaign records your Adrapid process actually supplied.

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

Outstanding campaign work can remain hidden between export cycles.

  • Keep recurring reviews consistent
  • Surface overdue or open work
  • Reduce missed campaign actions

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Capsule CRM once.
  • 2Create an automation that receives the latest Adrapid export from your backend or team.
  • 3Tell Notis to list Capsule tasks for the exact IDs and criteria contained in that export.
  • 4Choose a Notis cron trigger and report channel.
  • 5Run one scheduled test using a real export.

Questions about this workflow

Does the schedule fetch Adrapid automatically?

The scheduled run needs a real Adrapid export supplied by your connected process or team.

Can it create tasks from the review?

This workflow only lists tasks. Create a separate task workflow for explicit actions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adrapid to Capsule crm. A trigger fires from one place; an action lands in another.

Adrapid triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Adrapid and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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