Get a scheduled view of Capsule leads that match your criteria
Tell Notis what party criteria to look for. On your schedule, it can run a structured Capsule filter query and summarize the matches.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Filter Query
Finds people, organisations, opportunities, or projects that match filter conditions.
Why this helps
Finding the same group of contacts repeatedly can eat into time set aside for actual follow-up.
- Bring matching records into a regular review.
- Use a written description of the criteria you want to query.
- Receive a concise summary to help plan follow-up.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the party criteria Notis should query in Capsule and how it should summarize matching records without inventing fields or results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the query returns the records you expect.
Questions about this workflow
Do I need to build filters in the portal?
No. Describe the criteria in your instruction. Notis runs a structured filter query based on that request.
Can this query opportunities or cases too?
The action supports parties, opportunities, or cases. Name the entity and criteria you want in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Capsule crm. A trigger fires from one place; an action lands in another.
Abstract 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
Creates a record for a person or organisation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Project Party
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Connect any two apps with Notis in the middle.
Abstract and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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