Keep proposal follow-up on the task list
Make proposal follow-up a clear action in Capsule CRM instead of another item to remember.
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 sent proposal can go quiet when the next contact date is not made visible as work.
- Give proposal follow-up a visible next action
- Make customer outreach easier to prioritize
- Keep deal context with the task
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Capsule CRM once in Notis.
- 2Create an automation in Notis and name it.
- 3Describe which proposals need follow-up, the wait period, and how to match the Capsule party or opportunity.
- 4Choose notis_cron as the trigger, set the schedule, and choose where run reports should go.
- 5Test with one proposal example and confirm its due date and link.
Questions about this workflow
Can Notis know when a proposal was sent?
Only when that date is available in Agile CRM data or supplied in the workflow input. Include the intended wait period in your instruction.
Will it send the follow-up email too?
No. This workflow creates a Capsule CRM task. The listed Capsule actions do not send email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Capsule crm. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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