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Keep recently removed opportunities visible

See which opportunities were deleted or restricted since your last review, without searching through Capsule manually.

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 the opportunity set can be easy to miss when reviews happen across multiple tools and busy weeks.

  • Make deleted or restricted opportunities visible in a regular review.
  • Spot sales records that need explanation or follow-up.
  • Reduce the effort of checking account changes manually.

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 the date boundary to check and the summary you need for review.
  • 4Choose a recurring Notis schedule and a channel for run reports.
  • 5Test with one real date boundary and confirm the returned opportunities.

Questions about this workflow

Does this action return active opportunities?

It lists opportunities deleted or restricted since a given date.

Can Notis restore deleted opportunities with this workflow?

No. The listed action retrieves deleted or restricted opportunities for review.

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.

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.

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

When this happens · Trigger

Do this · Action

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