Find the Capsule records that need a device review
A recurring query can surface the specific accounts or opportunities that match your stated review criteria, ready for focused follow-up.
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
Broad account lists create extra scanning when only a few records need attention.
- Narrow a recurring review to records matching your criteria.
- Keep the query outcome in a scheduled run report.
- Reduce manual searching through unrelated CRM records.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe the Capsule records to find and the device context to include when available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run one real example and check the returned records against your criteria.
Questions about this workflow
Can this query any field in Capsule CRM?
The available action supports structured filter queries on parties, opportunities, or cases. State criteria that the connected Capsule account can support.
Does it use Adafruit IO values as query filters?
Only if those values are available to the automation and your instruction explains how to use them. Otherwise, provide the criteria directly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Capsule crm. A trigger fires from one place; an action lands in another.
Adafruit IO 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
Adds a person or organization to a project as an additional party.
Delete Party
Deletes a person or organisation.
Create Capsule CRM Category
Creates a task category with a name and color.
List Deleted Opportunities
Lists opportunities deleted or restricted since a specified date.
Create Custom Field Definition
Creates a custom field definition for parties, opportunities, or projects.
List deleted parties
Lists parties deleted since a specified date.
Create Entry
Creates a note linked to a person, opportunity, or project; API creation is limited to notes.
Connect any two apps with Notis in the middle.
Adafruit IO and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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