Keep Partner Review Decisions from Getting Lost
Capture what was decided and the follow-up context beside the Capsule partner 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
Review meetings can produce useful decisions that vanish from view before the next partner conversation.
- Record supplied review decisions in a Capsule note.
- Keep commitments and context with the matching party or opportunity.
- Make it easier to resume the conversation later.
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 review details to summarize and how Notis should identify the related Capsule record.
- 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
Does the workflow know what was decided in a review?
Only when the decision details are supplied to Notis. The schedule does not create review information by itself.
Can it create tasks for commitments too?
This workflow creates a note. A separate task workflow can be used when a supplied commitment needs actionable follow-up.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.