Find Capsule context for new Box task assignments
Give a new Box task assignment a quick CRM context check, so related people or work are easier to identify.
Trigger
New Task Assignment Added
Triggers when a new assignment is added to a task in Box. This trigger monitors a specific Box task and fires when new assignments are detected.
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
Assignments appear in Box without the surrounding customer or opportunity context a founder needs to prioritize them.
- Search Capsule records for context related to a new Box assignment.
- Bring likely parties, opportunities, or cases into the report.
- Flag assignments that need a human to identify the right relationship.
Setup
Build it in a few focused steps.
- 1Connect Box and Capsule CRM once in the Notis portal.
- 2Create an automation from Automations, New Automation, and provide a name.
- 3Write one instruction describing how to search Capsule for related records using details present in the assignment.
- 4Pick the Box New Task Assignment Added trigger and choose where reports should go.
- 5Test with one real assignment and confirm the search results are useful.
Questions about this workflow
Can it search all Capsule record types?
The Run Filter Query action supports parties, opportunities, or cases. Tell Notis which record types and clues matter for your work.
What if Box does not include a customer name or other search clue?
Notis can report that the task lacks enough context for a dependable search and ask you to supply identifying details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Capsule crm. A trigger fires from one place; an action lands in another.
Box 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.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
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.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
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.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
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.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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.
Box and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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