Keep your Capsule account user list visible
Get a current list of Capsule users on a regular schedule for a simple account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
Why this helps
Account reviews become harder when user lists are only checked after a handoff or access question.
- Make periodic user reviews easy to start.
- Keep a current user list available for reporting or auditing.
- Reduce manual navigation when preparing an account review.
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 how you want the account user list summarized for your review.
- 4Choose a recurring Notis schedule and a channel for run reports.
- 5Test with one real run and confirm the returned users are useful.
Questions about this workflow
Does this action change user access?
No. It lists users on the Capsule account.
Can I use this to review who owns work?
The action retrieves the account's users. Other ownership details may require a different listed action or information supplied in the request.
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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No card. Works with personal or business Capsule crm.