Stay ahead of content expiry dates
Turn upcoming content deadlines into Capsule tasks before they become last-minute work.
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
Time-sensitive content can expire unnoticed when dates live only in the CMS.
- Surface upcoming deadlines in time to act
- Keep a clear owner and due date in Capsule
- Avoid unnecessary tasks for content without expiry rules
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.
- 3Specify which items to inspect, the upcoming-expiry window, and the due-date rule for Capsule tasks.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real item that has an upcoming expiry date.
Questions about this workflow
How far ahead should the workflow look?
Choose the review window in your prompt, such as a number of days before expiry.
What if an item has no expiry date?
The automation should skip it and can report missing dates if that helps your process.
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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