Query Capsule CRM from every 21risk audit request
Give Notis the audit context and receive a targeted Capsule CRM result set.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Audit preparation takes too long when matching contacts and accounts requires manual searches.
- Shorten audit preparation
- Use consistent search criteria
- Expose relevant parties quickly
Setup
Build it in a few focused steps.
- 1Connect 21risk and Capsule CRM once in Notis.
- 2Create an automation that turns incoming audit context into a structured Capsule CRM filter query.
- 3Select notis_webhook and include the audit scope in the plain language instruction.
- 4Choose where reports should go and test with one active audit.
Questions about this workflow
What information should the webhook include?
Include the audit scope, account clues, names, or other criteria available from 21risk.
Does Notis invent missing filters?
It can only query from criteria supplied in the request and available in Capsule CRM.
When this happens · Trigger
Do this · Action
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.
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.
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.
21risk and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.