Start a scheduled Capsule task review with sheet context
Use a recurring Notis run to bring Capsule tasks together with the spreadsheet priorities you describe, so follow-ups are easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Tasks and priority notes often live in different places, making it harder to decide what deserves attention next.
- Create a predictable review point for CRM tasks
- Use spreadsheet context in the review prompt
- Reduce time spent gathering follow-up information
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation, then enter a name and prompt.
- 3Tell Notis to retrieve Capsule tasks and explain how to use any sheet context available to prepare the review.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does the schedule automatically read an arbitrary spreadsheet?
The prompt can only use spreadsheet information available to the automation. Name the relevant context and ensure it is available to Notis; the schedule itself does not specify a sheet-reading action.
What does the workflow retrieve from Capsule?
It uses List Tasks to retrieve Capsule tasks, then prepares the review requested in your prompt.
Can the review decide task priority?
It can organize retrieved tasks using criteria and context you provide, but it needs those criteria and relevant data to make a useful review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Capsule crm. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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 Sheets and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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