Skip to content
Notis

Add new Google Slides leads to Capsule CRM

Capture prospect details from presentation slides while the context is still fresh.

Trigger

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

Action

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.

Why this helps

Contact details buried in decks are easy to forget or retype incorrectly.

  • Reduces manual data entry
  • Keeps prospect context connected to the source deck
  • Creates a consistent CRM intake habit

Setup

Build it in a few focused steps.

  • 1Connect Google Slides and Capsule CRM in Notis once.
  • 2Create an automation named Slide lead intake.
  • 3Tell Notis to create a Capsule CRM party from verified person or organisation details on the new slide.
  • 4Pick New Slide Added as the trigger.
  • 5Choose a report channel, then test with one real slide.

Questions about this workflow

What if the slide has incomplete contact details?

Tell Notis to create a party only when the minimum details are present and report incomplete cases.

Can this create organisation records?

Yes. Instruct Notis to create either a person or organisation party based on the slide content.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Slides to Capsule crm. A trigger fires from one place; an action lands in another.

Google Slides triggers

Capsule crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Slide Added

Fires when a new slide is added to a Google Slides presentation.

TriggerPolling

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.

ActionInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

Connect any two apps with Notis in the middle.

Google Slides and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.