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Notis

Turn commitments in parsed correspondence into follow-up tasks

Send parsed correspondence to Notis and capture clear next steps as Capsule tasks.

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

A promised follow-up can disappear inside a parsed email or document once you move on to the next thing.

  • Capture explicit follow-up commitments while reviewing parsed correspondence.
  • Keep due dates tied to the relevant action when provided.
  • Reduce the mental load of remembering promised next steps.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Capsule CRM once in Notis.
  • 2Create an automation and describe which commitments should become tasks.
  • 3Pick the webhook trigger for submitted parsed correspondence.
  • 4Choose where run reports should go.
  • 5Test with one real example that includes a clear task and due date.

Questions about this workflow

What if the parsed text has no due date?

Tell Notis to create a task only when a due date is present, or specify how to handle missing dates in your instruction.

Can it create tasks for vague suggestions?

Set a rule to create tasks only for explicit commitments or clearly stated next steps.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Capsule crm. A trigger fires from one place; an action lands in another.

Airparser triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Capsule CRM Party

Creates a record for a person or organisation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Project Party

Adds a person or organization to a project as an additional party.

ActionInstant

Delete Party

Deletes a person or organisation.

ActionInstant

Create Capsule CRM Category

Creates a task category with a name and color.

ActionInstant

List Deleted Opportunities

Lists opportunities deleted or restricted since a specified date.

ActionInstant

Create Custom Field Definition

Creates a custom field definition for parties, opportunities, or projects.

ActionInstant

List deleted parties

Lists parties deleted since a specified date.

ActionInstant

Create Entry

Creates a note linked to a person, opportunity, or project; API creation is limited to notes.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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