Connect 21risk to Capsule crm

When something happens in 21risk, Notis takes the next step in Capsule crm. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from 21risk to Capsule crm

View example

Sync 21risk review contacts to Capsule CRM

When a 21risk review request arrives, find the referenced people and organisations in Capsule CRM and return a clean contact view for follow-up.

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Find Capsule CRM parties for risk audits

Use incoming 21risk audit context to run a structured Capsule CRM query and surface parties that match the stated criteria.

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Update a Capsule CRM party after a risk check

After a 21risk check, update a confirmed Capsule CRM party with the new compliance detail or contact information.

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Review organisation employees for compliance follow-up

When a 21risk request names an organisation, list its Capsule CRM employees so the right stakeholders can be contacted.

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Send a weekly Capsule CRM activity review

On a schedule, retrieve recent Capsule CRM notes, emails, and completed tasks so 21risk work stays aligned with customer activity.

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Audit open Capsule CRM tasks for risk follow-up

Run a scheduled check of Capsule CRM tasks and identify overdue or relevant work connected to 21risk obligations.

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Monitor deleted Capsule CRM opportunities

On a schedule, check for opportunities deleted or restricted since the last review and flag those needing 21risk attention.

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Monitor deleted Capsule CRM parties

Run a recurring check for parties deleted from Capsule CRM and report changes that could affect 21risk audits or ownership.

View example

Review Capsule CRM projects for risk exposure

On a schedule, list Capsule CRM projects and summarize the cases that may need 21risk review or owner attention.

Supported Triggers and Actions

Notis builds workflows that link 21risk to Capsule crm. A trigger fires from one place; an action lands in another.

21risk triggers

Capsule crm actions

Recurring trigger

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

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

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.

ActionInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.