Request a Capsule activity recap when you need one
Start a recap from an HTTP request and ask Notis to retrieve recent Capsule notes, emails, and completed tasks for a quick catch-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Before a call or decision, reconstructing the latest account activity can take several searches and context switches.
- Bring recent account activity into one recap
- Request a run when a review is needed
- Spend less time searching CRM history
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation, then enter a name and prompt.
- 3Tell Notis which recent entries to retrieve and how to summarize them for the run report.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real example by starting the automation from an HTTP request.
Questions about this workflow
What entries can Capsule return?
List Entries By Date retrieves notes, emails, and completed party tasks in descending order by entry date.
Can the request specify a contact?
The automation can use request information only if it is provided to Notis and supported by the workflow. Describe the desired scope in the prompt and test it.
When does this workflow run?
It starts when an HTTP request triggers the Notis webhook.
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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