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Notis

Notice accounts that have gone quiet

Bring quiet Capsule accounts back into view with reminders to check whether a follow-up is needed.

Trigger

Recurring schedule

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

Action

Create a reminder

Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').

Why this helps

Customer relationships can go quiet without anyone noticing until a renewal or issue is close.

  • Notice accounts without recent recorded activity.
  • Prompt a human review before deciding on outreach.
  • Use an explicit quiet period that matches your process.

Setup

Build it in a few focused steps.

  • 1Connect Capsule CRM and Slack once in Notis.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe the outcome: find selected Capsule accounts with no activity within the chosen period and create Slack review reminders.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with a real quiet account and confirm its last recorded activity date.

Questions about this workflow

Does silence prove an account is at risk?

No. The workflow can identify a lack of recorded Capsule activity, which a person can review in context.

Can it exclude accounts that should not be contacted?

State the applicable criteria in the prompt and ensure those details are available in Capsule.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Capsule crm triggers

Slack actions

Recurring trigger

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

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

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

TriggerInstant

Add a custom emoji to a Slack team

Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.

ActionInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

Add a remote file

Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.

ActionInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

Add reaction to message

Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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