Spot Recently Deleted or Restricted Opportunities
Bring recent opportunity deletions and restrictions into a regular review so changes to the pipeline do not go unnoticed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Changes to opportunity records can be easy to miss when they happen between pipeline reviews.
- Surface deleted or restricted opportunities for review.
- Make pipeline changes easier to notice during regular reporting.
- Keep a record of recent changes in a chosen report 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 opportunities deleted or restricted since a date you supply and summarize the results.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real run and verify the date boundary.
Questions about this workflow
Does this list all active opportunities?
No. The action lists opportunities deleted or restricted since a given date.
Can it restore an opportunity?
No. It retrieves records for review and does not restore them.
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.
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.
2chat and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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