Keep recurring Affinity reviews with Capsule records
Put useful relationship context where the next decision or follow-up happens, with a scheduled note in Capsule.
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
Periodic relationship reviews lose value when the summary is not saved beside the contact or deal it concerns.
- Preserve a concise review alongside its confirmed Capsule record.
- Make recurring relationship reviews easier to retrieve.
- Reduce scattered summaries across tools.
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 summarize available Affinity relationship details for the review period and create a Capsule note on the confirmed record.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test one run and check the note content and linked Capsule record.
Questions about this workflow
Can the review summarize activity that Affinity does not expose?
No. Notis can only summarize information available during the run. Specify any missing context or review period that the connected data does not provide.
What happens when a record cannot be identified?
The instruction should have Notis report the missing match instead of attaching the note to an uncertain Capsule record.
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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