Bring recent CRM activity into issue triage
A recent customer conversation may explain a new issue. Let Notis fetch Capsule's latest entries to help connect the dots.
Trigger
New Issue Created
Triggers when a new issue is created in a GitHub repository. Pull requests are automatically excluded -- only true issues produce events. Results can be filtered by labels, assignee, creator, and mentioned user. The payload includes the issue number, title, body, state, labels, assignees, comment count, creator details, timestamps, and direct links to the issue on GitHub.
Action
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.
Why this helps
Issue reports can arrive without the recent customer conversation that explains their urgency or context.
- See recent CRM notes, emails, and completed tasks during issue triage.
- Reduce time spent searching for context across tools.
- Give the report a direct link to the issue details where available.
Setup
Build it in a few focused steps.
- 1Connect GitHub and Capsule CRM once in Notis.
- 2Create an automation through Automations or ask Notis in plain language.
- 3In one instruction, ask Notis to retrieve recent Capsule entries and summarize items that appear relevant to the new issue, noting that the entries may cover the account broadly.
- 4Pick New Issue Created as the trigger.
- 5Choose where reports go and test with one real issue.
Questions about this workflow
Does this retrieve activity for a specific contact?
List Entries By Date retrieves entries by date. The workflow can summarize likely relevant items, but the action description does not promise a person-specific filter.
What entry types can it return?
The action lists notes, emails, and completed party tasks in descending order by entry date.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Capsule crm. A trigger fires from one place; an action lands in another.
GitHub 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 Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
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.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
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.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
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.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
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.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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