Turn published deadlines into project follow-up tasks
Catch dates published on relevant sites and make the next step visible in Capsule.
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 date buried on a website can be easy to miss when project and client work compete for attention.
- Check defined sites for published dates that matter to your work.
- Create a task linked to the relevant Capsule record.
- Use a due-date rule you choose to plan ahead.
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 websites, deadlines, and related Capsule records.
- 3Tell Notis to create a task when it finds a relevant published deadline, link the task to the matching record, and apply your due-date rule.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deadline and confirm the linked task and due date.
Questions about this workflow
Can it calculate when a task should be due?
Yes, if you give it a clear rule based on a date it can identify. If the published date is ambiguous, ask it to report the issue rather than guess.
What if the site does not show a date?
The workflow should skip task creation or report that the date is missing, according to the rule in your prompt.
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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