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Keep Track of Recently Deleted Capsule Contacts

Get a scheduled view of deleted parties so unexpected removals can be reviewed before they become a surprise.

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 contact records can go unnoticed until someone needs them for a customer conversation or a data sync.

  • Surface recently deleted parties for review.
  • Support a manual check of CRM deletion syncs.
  • Keep deletion awareness in a regular reporting channel.

Setup

Build it in a few focused steps.

  • 1Connect Capsule CRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to list parties deleted since the last review date and summarize the results, using a date you supply or maintain.
  • 4Choose a recurring schedule as the trigger.
  • 5Choose a report channel, then test with one real run and verify the date window.

Questions about this workflow

Does the action restore deleted parties?

No. It retrieves deleted parties for review; it does not restore them.

How does it know the last review date?

Provide the date in the instruction or maintain it in the process. The action requires a date boundary for the deletion search.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Capsule crm. A trigger fires from one place; an action lands in another.

2chat 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.

2chat and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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