Stay ahead of Capsule renewal dates
Use a scheduled Capsule review to surface upcoming renewals as clear Slack reminders with account context.
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
Renewal dates can pass unnoticed when they live only in CRM records.
- Make upcoming renewals visible before they arrive.
- Include account and opportunity context in each reminder.
- Use the lead time that fits your renewal 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 Capsule renewals within the chosen lead time and create Slack reminders.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal date and check the reminder's timing.
Questions about this workflow
How far ahead can reminders be created?
Specify the lead time in the prompt and use renewal dates available in Capsule.
What if renewal dates are missing?
The automation should omit undated records and mention that renewal data is missing when relevant.
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.
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.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
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.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
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.
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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