Check current research before a deleted deal is forgotten
Give a recent deletion a quick evidence-based review when current research still points to an active opportunity.
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 may still deserve attention, but revisiting it requires piecing together CRM history and current research.
- Review recently deleted or restricted opportunities alongside supplied research.
- Create a task only when current evidence supports human review.
- Keep recovery decisions explicit instead of silently recreating an opportunity.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to compare recently deleted or restricted opportunities with supplied current research and create a review task only for a credible active signal with a due date and context.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Run one real review with a date range, current research, and a due date, then inspect any task.
Questions about this workflow
Does this restore deleted opportunities?
No. The available action creates a task, so the workflow flags a credible case for human review rather than restoring or recreating the opportunity.
What date does the deleted opportunity lookup use?
Supply the date boundary in the automation prompt or run input so Notis can request the relevant recent records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Capsule crm. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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