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Notis

Know when a Capsule CRM contact disappears

Keep deletion events on your radar so a missing party does not become a missing explanation.

Trigger

Recurring schedule

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

Action

List deleted parties

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

Why this helps

Deleted contacts can break audit trails and leave teams unsure who owned a decision.

  • Detect missing contacts
  • Support audit traceability
  • Prompt timely investigation

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Capsule CRM in the Notis portal.
  • 2Create an automation to retrieve deleted parties and explain any likely compliance impact.
  • 3Choose notis_cron and set the recurring schedule.
  • 4Select the report destination and test with a recent deletion window.

Questions about this workflow

Can it tell why a party was deleted?

It can report the deleted party data returned by Capsule CRM, but a reason must be supplied elsewhere if unavailable.

Does it restore deleted records?

No. It is a monitoring and reporting workflow.

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.

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

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

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