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Notis

Review recently deleted Capsule parties on a schedule

Get a regular, compact view of deleted parties so important relationship changes are less likely to go unnoticed.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

Why this helps

Deleted party changes can be difficult to track when there is no routine review of Capsule removals.

  • Surface recently deleted parties for review.
  • Support follow-up on deletion sync processes.
  • Reduce the effort of checking for changes manually.

Setup

Build it in a few focused steps.

  • 1Connect Capsule CRM once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to list parties deleted since the previous review point and summarize the results for follow-up.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with a real date range supported by the account.

Questions about this workflow

Does this restore deleted parties?

No. The selected action lists deleted parties so you can review or sync deletion information.

What date range should I use?

Specify a prior review point or another date range in your instruction. The action needs a since-date to retrieve deletions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Capsule crm. A trigger fires from one place; an action lands in another.

Asana triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Connect any two apps with Notis in the middle.

Asana and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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