Run Capsule CRM queries from new Coda documents
Turn a new Coda brief into a focused search across your Capsule CRM data.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Teams manually repeat the same CRM searches whenever a new brief or account document appears.
- Speed up account research
- Standardize recurring searches
- Return relevant CRM context automatically
Setup
Build it in a few focused steps.
- 1Connect Coda and Capsule CRM once.
- 2Create the automation in Notis.
- 3Tell Notis which details from the new document should become a structured Capsule CRM filter query and how to summarize results.
- 4Choose the New Coda Document trigger.
- 5Set the report destination and test with one real brief.
Questions about this workflow
What can the query search?
The action supports structured filters across parties, opportunities, or cases.
Can the result be summarized?
Yes. Ask Notis to summarize matching records and flag missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Capsule crm. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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 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 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.
Coda and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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