Find the right Capsule contact in context
Give your Ably-powered agent a current contact lookup without pausing to search Capsule by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Looking up a person mid-task can break focus and slow down a response.
- Retrieve account contact records in response to a request.
- Reduce manual CRM searches during an active conversation.
- Use available filters and related data to make the lookup more useful.
Setup
Build it in a few focused steps.
- 1Connect Ably and Capsule CRM once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which Capsule parties the request should retrieve and how the result will be used.
- 4Choose the Notis webhook trigger and a channel for run reports.
- 5Test with one real lookup request using criteria supported by the Capsule action.
Questions about this workflow
Can Notis search every kind of Capsule record here?
This action lists parties, with optional filters or embedded related data. Use another listed action for other entity types.
Where does the lookup request come from?
A Notis webhook starts the workflow. An Ably event itself is not an available trigger in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Capsule crm. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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