Check incoming requests against Capsule parties
Before a new request becomes another record to reconcile, check whether the relationship is already in Capsule.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Without a quick CRM lookup, an existing contact can be entered again under a slightly different name.
- Look for existing Capsule parties before taking follow-up action.
- Use request details to make a focused contact lookup.
- Surface likely matches for a human to review.
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 incoming request details to list likely matching Capsule parties and summarize the evidence for review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one request for a party already in Capsule.
Questions about this workflow
Will this merge duplicate records?
No. It lists parties for a match review and does not merge or change them.
What details should the request include?
Include the identifying information available, such as a person's or organisation's name, so Notis can search meaningfully.
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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