Keep Open Deals in Sync with Pull Request Progress
Check the pull requests tied to open deals on a schedule and bring merge status into your follow-up view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check if pull request merged
Checks if a specified github pull request has been merged, indicated by a 204 http status (merged) or 404 (not merged/found).
Why this helps
When a customer conversation depends on an engineering change, its progress can get lost between the CRM and GitHub.
- Review linked pull request status alongside open deals.
- Spot changes that have merged and may unblock follow-up.
- Reduce manual checking across customer conversations.
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 open deal pull request reviews.
- 3In one instruction, tell Notis which open deals to review and to check the merge status of each included pull request reference.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one open deal that contains a real pull request reference.
Questions about this workflow
Does this discover pull requests from deal notes automatically?
Notis can analyze returned data, but each deal needs a usable pull request reference or a clear rule for identifying one.
Does the workflow close or update the deal?
No. Its GitHub action checks whether the specified pull request has been merged, and the run report provides the result.
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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