Keep Capsule CRM projects aligned with risk work
Get a recurring project view that helps you decide which cases need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Why this helps
Case work can drift from compliance priorities when project status is reviewed too late.
- See project level risk signals
- Prioritize review conversations
- Reduce late escalations
Setup
Build it in a few focused steps.
- 1Connect 21risk and Capsule CRM once.
- 2Create an automation that lists projects and highlights cases needing risk review.
- 3Choose notis_cron and set a cadence that matches your review cycle.
- 4Choose a report channel and test with the current project portfolio.
Questions about this workflow
What are Capsule CRM projects in this workflow?
They are the projects or cases returned by Capsule CRM for the account.
Can Notis decide project risk by itself?
It can apply criteria you describe, but missing risk indicators must be provided in the prompt or source data.
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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No card. Works with personal or business Capsule crm.