Surface Capsule opportunities for review
Schedule a query of Capsule CRM opportunities and have Notis summarize the matching records using the data returned.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
A busy founder can lose track of which sales opportunities deserve a closer look when review depends on remembering to run CRM searches.
- Run a repeatable opportunity review on a schedule.
- Bring matching records into a concise report.
- Focus attention on opportunities surfaced by your structured query.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to run a structured filter query for the opportunity conditions you specify and summarize the matching results without assuming missing history or baselines.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test the automation with one real run and review the returned opportunities.
Questions about this workflow
Can Notis compare this run with the prior run?
Only if the required prior results or baseline are supplied to Notis. The available query action retrieves matching entities, but does not itself establish historical changes.
What starts the query?
A recurring Notis schedule starts the automation. The opportunity conditions are described in the instruction, not configured through field-mapping screens.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Capsule crm. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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