Review the Capsule opportunities that need your attention
Describe the opportunity criteria you care about and get a scheduled summary of matching Capsule records.
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
Sales reviews take longer when someone has to reconstruct the same opportunity list from scratch every time.
- Bring matching opportunities into a repeatable review.
- Use plain language to describe the query criteria.
- Summarize returned records without assuming missing history or fields.
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 opportunity criteria Notis should query and how it should summarize matching Capsule records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the results match your intended criteria.
Questions about this workflow
Does the query update opportunities?
No. Run Filter Query retrieves matching entities; it does not update them.
Can Notis use a sales baseline that is not in Capsule?
Provide the baseline in your instruction or another supplied input. Notis should not assume a baseline the apps do not return.
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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