Get a scheduled overview of Capsule projects
Have a concise view of Capsule projects ready when you plan your week or check active work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Why this helps
Project context spread across records can make a routine pipeline scan feel like another task to manage.
- Review Capsule projects in one scheduled pass.
- Use available filters to focus the overview.
- Reduce manual navigation during planning.
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 which projects to list and what useful summary to provide from the results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real filtered project query.
Questions about this workflow
Can the report focus on certain projects?
Yes. Describe the filters or criteria for the project list in your instruction.
Does the action update project records?
No. The selected action lists projects; it does not make changes to them.
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.
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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
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.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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