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Keep GitHub Issue Labels in Step with CRM Requests

Turn recurring customer feedback reviews into clearly labeled GitHub issues with less manual sorting.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Add labels to an issue

Adds labels (provided in the request body) to a repository issue; labels that do not already exist are created.

Why this helps

Customer requests tracked in CRM can be hard to spot among unlabeled GitHub issues.

  • Surface customer-requested work in GitHub triage.
  • Apply labels based on the request context supplied in CRM.
  • Reduce repeated manual review of customer feedback.

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 customer request triage.
  • 3In one instruction, tell Notis how to identify relevant CRM requests, find their corresponding GitHub issues, and add the requested labels.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real request and its corresponding issue.

Questions about this workflow

Does this automatically know which GitHub issue matches a CRM request?

The instruction needs enough identifying context, such as an issue reference stored with the request. If that link is missing, supply a matching rule or the issue reference in the request data.

Can it create a label if the label does not exist?

Yes. The listed GitHub action says labels that do not already exist are created.

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.

TriggerScheduled

Accept a repository invitation

Accepts a pending repository invitation that has been issued to the authenticated user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

List stargazers

Deprecated: lists users who have starred a repository; use `list stargazers` instead.

ActionInstant

Star a repository for the authenticated user

Deprecated: stars a repository for the authenticated user; use `star a repository for the authenticated user` instead.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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