See which Capsule opportunities need a follow-up
Get a short Slack brief of quiet opportunities, what is known about their history, and the next follow-up to consider.
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
Opportunities can go quiet while founders are switching between CRM records and team conversations.
- Spot quiet opportunities without manually scanning Capsule.
- Keep the team aligned on the next follow-up.
- Use CRM activity history to explain why an opportunity was flagged.
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 quiet Capsule opportunities and post a concise follow-up brief in Slack.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm the Slack brief is useful.
Questions about this workflow
How does the automation know an opportunity is stale?
Tell Notis in the prompt what inactivity period to use. Capsule activity history must be available for the records being reviewed.
Does the webhook update Capsule?
No. This workflow reviews Capsule information and posts a brief to Slack.
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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