Look up Capsule tasks from a request
Give a team member or internal tool a way to request a focused Capsule task lookup through Notis, with the results summarized for quick action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
Task lookup can interrupt focused work when the request arrives in a different app or channel.
- Handle task lookup requests without opening Capsule manually.
- Summarize the returned tasks around the request criteria.
- Reduce interruptions caused by context switching.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and prepare the request source to call a Notis webhook.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction how to use request details to list and summarize relevant tasks.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request for a task you can verify in Capsule.
Questions about this workflow
Can I ask for any task filter?
Use filters supported by the List Tasks action and check a real request to confirm the returned data fits your criteria.
Will this assign or update tasks?
No. This action retrieves tasks; it does not change or assign them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Capsule crm. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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