Keep Commission and Payment Context with Partner Records
Save a concise record of supplied commission and payment review details next to the related Capsule relationship.
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
Payment and commission context can be hard to reconstruct later when review findings are scattered across periodic reports.
- Record review findings in a Capsule note.
- Associate the note with a clearly identified partner record when possible.
- Make payment and commission context easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe which supplied payment or commission details to summarize and how to identify the related Capsule record.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real review example and check the note.
Questions about this workflow
Can this verify payment status in Adtraction?
No payment retrieval or verification event is listed. The workflow can summarize information supplied to Notis, but it cannot infer a status that the source data does not provide.
What should the note contain?
Specify the useful details from the supplied review, such as the period and reported status, and have Notis flag missing information rather than invent it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Capsule crm. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.