Search Capsule for Prospects Mentioned in WhatsApp
Search Capsule using the useful details a prospect shares, then review the matching records before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
A promising inquiry can be hard to triage when its details are spread across a message and a separate CRM.
- Turn message context into a focused Capsule search.
- Review existing matching records before deciding on a next step.
- Avoid manually repeating a multi-criteria search.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to run a structured Capsule filter query using the clear criteria in the WhatsApp message and return matching records for review.
- 4Choose a webhook trigger and arrange for 2chat to send relevant message data to it.
- 5Choose a report channel, then test with a real inquiry whose criteria can be checked.
Questions about this workflow
Which Capsule records can the query search?
The filter query can retrieve parties, opportunities, or cases using structured conditions.
Can Notis infer criteria the prospect did not mention?
The instruction should use only clear details in the message and leave missing criteria unspecified.
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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