Keep Partner Performance Context with the Relationship
Put useful partner statistics beside the Capsule relationship record, so the next conversation starts with context.
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
Performance data lives apart from relationship history, forcing you to reopen dashboards and reconstruct context before a partner conversation.
- Summarize supplied statistics into a readable Capsule note.
- Keep partner performance context alongside a related Capsule record when it can be identified.
- Reduce repeated dashboard checks before partner follow-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 which supplied statistics to summarize and how Notis should find the related Capsule record.
- 4Choose the notis_cron schedule and select where run reports should go.
- 5Test with one real statistics example and review the note.
Questions about this workflow
Does this workflow retrieve Adtraction statistics automatically?
The listed Adtraction context has no trigger events or statistics retrieval action. The scheduled run needs statistics supplied to Notis through available prompt context or a connected data source.
What happens if Notis cannot identify the Capsule record?
Tell Notis in the prompt to report the unmatched statistics for review instead of attaching a note to an uncertain 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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