Get contract renewal dates onto your task list
Make contract dates easier to act on by creating review tasks from extracted renewal terms.
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
Renewal and notice dates are easy to overlook when they are only written inside contract documents.
- Turn documented contract dates into a CRM task.
- Keep the task linked to a known customer party or project.
- Flag contracts with missing dates for review rather than guessing.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Capsule CRM once in Notis.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis which contract documents to review, how to extract explicit renewal or notice dates, and to create a linked task when a review is due within your chosen window.
- 4Pick the recurring schedule and run report destination.
- 5Test with one contract that has a known renewal clause.
Questions about this workflow
Can it calculate a notice date?
Ask Notis to use an explicit date or a clearly stated period and reference date. Otherwise, it should report that the timing needs review.
Does this send a reminder outside Capsule CRM?
The selected action creates a Capsule CRM task. Choose the Notis run report destination separately in setup.
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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