Turn a CRM Access Handoff into a GitHub Role Assignment
Send the user, organization, and role details once, then apply the requested GitHub organization role.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assign an organization role to a user
Assigns a specific organization role to a user who is a member or an outside collaborator in a github organization, using a valid role id.
Why this helps
Role assignment can be delayed when a contractor or collaborator's access request is buried in CRM notes.
- Make role requests actionable from a structured handoff.
- Assign an existing role to a member or outside collaborator.
- Reduce the chance of leaving a requested access step unfinished.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and GitHub once in the Notis portal.
- 2Create an automation in Automations > New Automation and name it for organization role requests.
- 3In one instruction, tell Notis to use the organization, GitHub username, and valid existing role ID in the incoming request to assign the role.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and a role ID that already exists in the organization.
Questions about this workflow
Can this create a new organization role?
No. The action assigns a specific existing organization role using a valid role ID.
Who can receive the role?
The action supports a user who is a member or an outside collaborator in the organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to GitHub. A trigger fires from one place; an action lands in another.
Capsule crm triggers
GitHub actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Accept a repository invitation
Accepts a pending repository invitation that has been issued to the authenticated user.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List repositories starred by the authenticated user
Deprecated: lists repositories starred by the authenticated user, including star creation timestamps; use 'list repositories starred by the authenticated user' instead.
List stargazers
Deprecated: lists users who have starred a repository; use `list stargazers` instead.
Star a repository for the authenticated user
Deprecated: stars a repository for the authenticated user; use `star a repository for the authenticated user` instead.
Add email for auth user
Adds one or more email addresses (which will be initially unverified) to the authenticated user's github account; use this to associate new emails, noting an email verified for another account will error, while an existing email for the current user is accepted.
Add app access restrictions
Replaces github app access restrictions for an existing protected branch; requires a json array of app slugs in the request body, where apps must be installed and have 'contents' write permissions.
Add a repository collaborator
Adds a github user as a repository collaborator, or updates their permission if already a collaborator; `permission` applies to organization-owned repositories (personal ones default to 'push' and ignore this field), and an invitation may be created or permissions updated directly.
Add a repository to an app installation
Adds a repository to a github app installation, granting the app access; requires authenticated user to have admin rights for the repository and access to the installation.
Connect any two apps with Notis in the middle.
Capsule crm and GitHub, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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