Turn a Capsule follow-up into a reminder
Capture the follow-up while it is on your mind and let Notis place the next action in Slack with CRM context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A follow-up intention can disappear between noticing it in Capsule and finding time to act.
- Capture an intended action in the moment.
- Keep the reminder connected to the right CRM record.
- Reduce the chance that a follow-up stays only in your head.
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: look up the requested Capsule record and create a Slack reminder for the supplied follow-up and time.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real follow-up request and check the reminder details.
Questions about this workflow
Where does the reminder time come from?
Provide it with the webhook request or specify a clear timing rule in your prompt.
Can it determine what I meant by a vague follow-up?
The automation should use the supplied request and CRM context. If the action or timing is unclear, it should ask for clarification rather than invent details.
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.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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Registers new participants added to a slack call.
Add emoji
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Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
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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