Build an ownership view for every 21risk audit
Ask for the audit owners once and receive the current Capsule CRM user list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Users
Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
Why this helps
Audit coordination slows down when nobody has a reliable view of who can act in CRM.
- Clarify available owners
- Speed up audit coordination
- Support clean reporting
Setup
Build it in a few focused steps.
- 1Connect 21risk and Capsule CRM in Notis.
- 2Create an automation that retrieves Capsule CRM users and relates them to the audit request.
- 3Choose notis_webhook and describe the ownership question in one instruction.
- 4Select a report channel and test with one audit coordination request.
Questions about this workflow
Does this change user permissions?
No. It only lists the users available on the Capsule CRM account.
Can it identify the best owner?
It can recommend one using criteria you provide, but the source data must support that recommendation.
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
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