Prepare an account review from Capsule
Pull together recorded account status, activity, and follow-up questions before your team reviews the relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Account reviews take longer when each person arrives with a different picture of the customer history.
- Give reviewers a shared starting point.
- Summarize account information without overstating what the CRM shows.
- Make unanswered questions visible before the discussion.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Slack once in Notis.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe the outcome: prepare an account review from the requested Capsule records and share status, activity, and questions in Slack.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real account and confirm the brief covers the requested review period.
Questions about this workflow
Can it evaluate account health?
It can summarize against criteria you provide if the required Capsule data is available. It should not treat missing fields as negative evidence.
Can it include several contacts for one account?
Yes, if the related records are accessible and the prompt identifies the account scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Slack. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Capsule crm and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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