Check Open Capsule Tasks After WhatsApp Messages
Know whether a new message connects to a follow up that is already overdue.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
Teams miss promised follow ups because tasks and conversations live in separate places.
- Reveal overdue commitments
- Prioritize replies with task context
- Reduce duplicate follow up work
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Capsule CRM in Notis once.
- 2Create an automation named Check Open Capsule Tasks.
- 3Tell Notis to find open or overdue Capsule tasks for the matching party and summarize what the new message changes.
- 4Pick the New WhatsApp Message Received trigger and choose where reports go.
- 5Test with a sender who has an open task.
Questions about this workflow
Can it focus on overdue tasks only?
Yes. State that requirement in the instruction.
Does it complete tasks automatically?
No. This workflow retrieves and summarizes tasks using the allowed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Capsule crm. A trigger fires from one place; an action lands in another.
Timelinesai 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
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Timelinesai and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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