Give Partner Disputes a Clear Next Step
Move a dispute from a report into a concrete Capsule task, with the key supplied details in the description.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Dispute cases can lose momentum when their next action is buried in transaction details or someone else's inbox.
- Create a task for a submitted dispute case.
- Capture the next review step in a clear description.
- Link the task to a party or opportunity when the record is known.
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 the task to create from a dispute and how to identify the related Capsule record.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real dispute example and review the task.
Questions about this workflow
Does this decide the outcome of a dispute?
No. It creates follow-up work based on supplied case details and should not claim a resolution that has not been provided.
Can it include a deadline?
Yes, if the submitted details include a due date or your prompt defines a clear rule for one.
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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