Bring recent relationship activity into view
Get a quick view of recent Capsule entries as part of the request your Ably-connected agent is handling.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Recent customer context can be scattered across CRM entries and easy to miss before a reply or meeting.
- Review recent notes, emails, and completed party tasks together.
- Prepare with current recorded context before responding.
- Reduce manual entry-by-entry scanning.
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 recent entries to retrieve and the context the agent needs from them.
- 4Choose the Notis webhook trigger and a channel for run reports.
- 5Test with one real request after authenticating to Capsule CRM.
Questions about this workflow
What entries does this action return?
It lists notes, emails, and completed party tasks in descending order by entry date.
Can it retrieve activity for a date range?
The available action is described as listing entries by date. Specify the intended date context in the request and test with a real example.
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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