Keep client agreement context close to the account
Turn agreement documents you identify into short, useful Capsule CRM notes on a regular schedule.
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
Teams lose time reopening agreements to recall scope, dates, and responsibilities during client work.
- Make key agreement context easier to find.
- Summarize only terms stated in the source document.
- Attach notes to known client records or projects.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which agreement documents to review, which scope and date details to summarize, and to add a note to a confidently matched Capsule CRM party or project.
- 4Select a recurring schedule and report destination.
- 5Test with one agreement and verify the summary against the document.
Questions about this workflow
Will this create repeated notes every time it runs?
The prompt can ask Notis to avoid adding a note when the same agreement summary has already been recorded, where the available CRM context allows it.
Can it summarize documents that do not identify a client?
It can report them for review, but should not attach a note to an uncertain CRM record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Capsule crm. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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