Catch up on recently updated opportunities
Get a focused Slack view of what has changed in Capsule since the time window you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Teams can miss useful updates when changes are scattered across opportunities and activity timelines.
- Catch up on recent opportunity activity in one place.
- Focus on records changed during a defined period.
- Share recorded updates without implying an unprovided baseline.
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: review Capsule opportunities updated during the stated period and post a digest of available updates in Slack.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real recently updated opportunity and verify the activity dates.
Questions about this workflow
Can it say what changed?
It can summarize changes evident from available activity or record history. Comparing before and after requires a prior baseline.
How is the period selected?
State the period in the prompt, such as updates since the previous scheduled run, if that run history is available.
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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