See related Capsule follow-ups in your Airtop review
Check the CRM tasks connected to the accounts or subjects Airtop reviewed on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Tasks
Lists tasks in the account.
Why this helps
Scheduled research can add context, but existing follow-ups are easy to overlook when they live in another view.
- See existing tasks alongside current research.
- Make it easier to notice related follow-ups.
- Reduce context switching during review.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to use Airtop's scheduled results to retrieve relevant Capsule tasks and summarize them with the research findings.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one scheduled result related to a known task and review the report.
Questions about this workflow
Does this create or update tasks?
No. It lists existing Capsule tasks and summarizes them in the report.
Can it tell if a task is complete?
It can only use the task data returned by the available list action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Capsule crm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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