Give quiet Affinity deals a Capsule follow-up
A scheduled review can turn a stalled deal into a concrete next step, so it is easier to see what deserves attention.
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
Deals can sit untouched when nobody has time to scan every relationship and decide what to follow up on.
- Surface deals that appear to need attention during a recurring review.
- Create tasks for confirmed follow-ups instead of relying on memory.
- Set a cadence that suits the team's review routine.
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 review available Affinity deal details and create Capsule tasks only for confirmed follow-ups, using a due date you specify or supplying one in the prompt.
- 4Pick the Notis cron trigger and choose where run reports should go.
- 5Test with one real deal and review the task before relying on the schedule.
Questions about this workflow
Can Notis tell whether a deal is stale?
Only if the Affinity information available to the automation includes a usable last-activity date or the user supplies a staleness rule and baseline. Otherwise, Notis should report that it cannot determine staleness.
Does Affinity send a scheduled event?
No. The Notis cron trigger starts the recurring review. Notis can analyze Affinity data available to it during the run.
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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