Keep recently deleted opportunities visible
Have Notis check for opportunities deleted or restricted since your chosen date and bring the returned records into a review report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Why this helps
A deleted or restricted opportunity can disappear from normal views before anyone has checked whether it needs attention.
- Surface recently deleted or restricted opportunities.
- Review changes without repeatedly searching manually.
- Focus on records returned since your chosen date.
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 date from which Notis should list deleted or restricted Capsule opportunities and how to summarize results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the date range and returned records.
Questions about this workflow
Does this restore deleted opportunities?
No. This action lists deleted or restricted opportunities; it does not restore them.
What date should I use?
Choose a date that fits your review window. The action lists records since a given date.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.