Search Capsule before every webhook follow-up
Give each follow-up the right CRM context before work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Follow-up requests often lack the exact record link, forcing someone to search manually first.
- Reduce record hunting
- Lower the risk of updating the wrong account
- Return useful context to the requesting system
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Capsule CRM in Notis once if the request references a meeting.
- 2Create an automation named Search Capsule before webhook follow-up.
- 3Tell Notis to run a Capsule filter query using the account or contact terms in the webhook and return matching records with ambiguity noted.
- 4Pick a Notis webhook trigger.
- 5Choose a report channel and test with one real request.
Questions about this workflow
Can it return several record types?
Yes. The action supports parties, opportunities, or cases when the request provides searchable terms.
What if no record matches?
Notis can report no match so the next step is explicit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Capsule crm. A trigger fires from one place; an action lands in another.
Fireflies 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.
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
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.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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 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.
Fireflies and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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