Make Partner Payout Context Easy to Find
Keep a concise payout summary with the partner relationship, so financial context is ready when you need it.
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
Payout details are easy to forget or hard to find later when they remain separate from partner relationship history.
- Record supplied payout details in a concise note.
- Associate the summary with a clearly identified Capsule party.
- Reduce time spent searching for prior payout context.
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 payout details to summarize and how to match the partner in Capsule.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real payout example and review the note.
Questions about this workflow
Can this calculate a payout amount?
Only if you supply the necessary figures and explicitly define the calculation. Otherwise, it should record the provided amount without modifying it.
Does it retrieve payout records directly?
No payout retrieval trigger or action is listed for Adtraction in this package. The details must be supplied to Notis.
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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