Keep Capsule CRM ownership aligned with ClickUp
Make every sales handoff visible where customer records live.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
Task reassignment happens in ClickUp while CRM ownership stays outdated.
- Makes handoffs visible in the CRM
- Reduces duplicate status checking
- Keeps accountability clear
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Capsule CRM once
- 2Create an automation that finds the related Capsule CRM party and records the new ClickUp assignee
- 3Pick the ClickUp Task Assignee Updated trigger
- 4Choose a report destination and test with a reassigned task
Questions about this workflow
How does Notis find the related party?
Tell it which task details identify the Capsule CRM party, such as a contact name, email, or linked reference.
Can it handle multiple assignee changes in one event?
Yes, the trigger can include multiple additions and removals, and Notis can summarize the final handoff.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Capsule crm. A trigger fires from one place; an action lands in another.
Clickup triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Folder Created
Triggers when a new Folder is created.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
Folder Deleted
Triggers when a Folder is deleted.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Created
Triggers when a new List is created.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Deleted
Triggers when a List is deleted.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Clickup and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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