Keep content approval requests moving
When an approval needs a nudge, put the next step where your team already tracks work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task with a description and due date, optionally linked to related records.
Why this helps
Approval requests often stall because the person waiting for a response has no CRM task to remind them.
- Make pending approvals actionable
- Set a deadline based on your workflow
- Link follow-up to the right contact when identified
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which approval requests need a chase and ask Notis to create a Capsule task with your due-date rule and a clear party link when available.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real approval request that needs a follow-up.
Questions about this workflow
Can this detect that an approval is overdue?
The webhook must include enough timing or status information to determine that, or you must provide another explicit rule.
Does this send the approval request?
No. It creates a Capsule task to track follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Capsule crm. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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