Find Capsule CRM records referenced in new slides
Turn slide based account clues into focused CRM searches.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
Important account references in decks are hard to connect to the right CRM records.
- Surfaces relevant records faster
- Supports repeatable account research
- Reduces context switching between tools
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Capsule CRM in Notis once.
- 2Create an automation named Slide opportunity filter.
- 3Tell Notis to run a structured filter query using the account clues on the new slide and summarize matches.
- 4Pick New Slide Added as the trigger.
- 5Choose a report channel, then test with one real slide.
Questions about this workflow
Which CRM entities can be queried?
The action supports parties, opportunities, and cases when the required filter clues are available.
Can Notis explain the results?
Yes. Ask it to summarize matching records and flag ambiguous matches.
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.
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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
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.
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.
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 Slides and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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