Triage Capsule opportunities from incoming requests
Turn an incoming sales question into a targeted Capsule opportunity search, ready for a quick decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Finding the right opportunities for an urgent question can consume time that should go to customer follow-up.
- Search Capsule opportunities in response to an incoming request.
- Use stated criteria to keep the result relevant.
- Summarize matches to support timely follow-up decisions.
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 use request criteria to run a structured Capsule opportunity query and summarize the matches.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one request containing criteria that should match known opportunities.
Questions about this workflow
Can a webhook update opportunity status?
No. The selected action runs a structured query and returns matching records for review.
What needs to be in the request?
Include the filter criteria for the opportunities you want Notis to find.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.