Turn Affinity next steps into Capsule tasks
Capture a concrete next step as a Capsule task while the conversation is still fresh.
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
Follow-ups slip when next steps remain buried in deal notes instead of becoming a task.
- Turn explicit next steps into actionable Capsule tasks.
- Use due dates and related records when the request provides them.
- Reduce the effort of translating deal notes into follow-up work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Capsule task only for a clear next step, using a supplied due date and confirmed related record when available.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real next step and review the task details.
Questions about this workflow
Will it choose a due date if none is supplied?
The workflow should not invent a due date. Ask Notis to report that the date is missing or create the task only when the required details are available.
Can it assign tasks to a Capsule user automatically?
Only if the instruction and available information identify the intended user. Do not assume an owner that was not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Capsule crm. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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