Find CRM records connected to market-watch findings
Bring market research into context by finding related records across your Capsule CRM.
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
Market observations are harder to act on when you cannot quickly see which CRM relationships they touch.
- Locate potentially related CRM records.
- Review market findings in your business context.
- Reduce manual searching across CRM records.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to query the relevant Capsule entity type using specific terms from Airtop's scheduled findings and summarize likely matches.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real finding containing terms that should match a known CRM record.
Questions about this workflow
Which Capsule records can be queried?
The action supports parties, opportunities, or cases, referred to as projects elsewhere in this package.
Will this change records?
No. It runs a structured query and summarizes the returned matches.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Capsule crm. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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