Turn client updates into timely renewal follow-ups
Keep an eye on published client signals and make a relevant follow-up visible in your Capsule task list.
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
A client update can suggest a renewal or expansion conversation, but it is easy to miss among other work.
- Track only the client signals you define.
- Create a task with the source context and reason for follow-up.
- Apply a due-date rule that fits your renewal process.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and identify the client sites, signals, and follow-up timing rule.
- 3Tell Notis to create a task for a supported signal, link it to the matching Capsule record, and check for an existing task before creating one.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client update and inspect the task in Capsule.
Questions about this workflow
Can a website reveal a renewal date?
Only when the date is published or supplied in the prompt. Notis should not infer a private contract date from public information.
What should happen without a new signal?
Tell Notis to skip task creation and report that no qualifying signal was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Capsule crm. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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