Turn Stalled Partner Follow-Ups into Clear Tasks
Surface partner follow-ups that need a next step and create a Capsule task with a useful description and due date.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Follow-ups lose momentum when nobody can quickly tell which partner conversations are overdue or still need an owner.
- Create tasks for follow-ups meeting criteria you define.
- Use available Capsule and supplied partner context to avoid duplicate tasks.
- Make stalled work easier to pick up.
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 what counts as stale or unowned and how to check existing tasks before creating another.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real partner follow-up and review the task.
Questions about this workflow
Can this know when a partner was last contacted?
Only if that history is available in the data provided to the automation. Define the review window and have Notis flag missing dates.
Does Adtraction provide the trigger for the review?
No. Adtraction trigger events are not listed, so this uses a recurring Notis schedule.
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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