Prepare a Partner Review Brief in Capsule
Arrive at partner reviews with a short performance summary attached to the relationship record.
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
Preparing for partner reviews can mean reopening several reports and rebuilding the same context from scratch.
- Create a concise note from supplied performance details.
- Keep review context linked to the partner record when identifiable.
- Reduce repeated preparation before partner conversations.
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 performance details to summarize and the structure of a useful review brief.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real partner review example and check the note.
Questions about this workflow
Can the brief include changes over time?
Only when the supplied data includes comparable periods or a baseline. Tell Notis to state when comparison data is missing.
Will it retrieve the Adtraction report?
No retrieval event is listed in this pair. The data must be available to Notis through prompt context or a connected source.
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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