Start a Repeatable Follow-Up Sequence for Partner Deals
Put an established Capsule task sequence behind partner opportunities that meet your follow-up criteria.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Track
Applies a predefined task sequence to a project or opportunity.
Why this helps
A promising partner opportunity can stall when the next steps depend on memory instead of a repeatable process.
- Apply a reusable track to a matching Capsule opportunity.
- Use supplied partner signals to decide which opportunities need the sequence.
- Make repeatable follow-up easier to start and maintain.
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 partner signals qualify and which existing track to apply to a matched opportunity.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real opportunity and review the applied track.
Questions about this workflow
Does this create a new track definition?
No. It applies a predefined track to a project or opportunity, so the required track must already exist in Capsule.
What if no matching opportunity is found?
Have the automation report the unmatched partner signal for review rather than applying a track to an unrelated record.
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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