Run Capsule queries from Confluence CQL matches
Move from a known content signal to the right CRM records quickly.
Trigger
New CQL Content Match
Triggers when new Confluence content appears that matches a user-provided CQL query.
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 find relevant Confluence content but still spend time locating the matching CRM records.
- Shorten investigation time
- Find related parties or opportunities faster
- Standardize CRM lookups from content signals
Setup
Build it in a few focused steps.
- 1Connect Confluence and Capsule CRM.
- 2Create an automation for CQL driven CRM lookup.
- 3Describe the matching clues and the Capsule filter query Notis should run.
- 4Choose New CQL Content Match as the trigger.
- 5Select a report channel and test with one matching result.
Questions about this workflow
Can the query target opportunities as well as parties?
Yes. Run Filter Query supports structured searches on parties, opportunities, or cases.
What if the CQL result has too little context?
Notis can report that the match lacks enough information for a reliable Capsule query.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Capsule crm. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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