Keep Transaction Follow-Up from Slipping
Route the transactions you flag for attention into a Capsule task with a clear description and due date.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
A transaction that needs clarification or partner follow-up can disappear into a report before anyone owns the next step.
- Create a task from transaction details received by webhook.
- Describe the follow-up action in plain language.
- Set a due date when one is supplied or a clear rule is provided.
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 webhook transactions need follow-up and what task details to include.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real transaction example and review the task.
Questions about this workflow
Will this create a task for every transaction?
You decide in the prompt which transactions need attention. The webhook must provide the transaction information Notis needs to make that decision.
Can the task have a due date?
Yes, when the due date is included in the supplied information or you specify a usable due-date rule in the prompt.
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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