List organisation employees from new account slides
See the full contact roster for an account as your deck develops.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
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.
Why this helps
Account planning slides often lack a current view of everyone connected to the organisation.
- Gives teams a current stakeholder view
- Speeds account preparation
- Keeps planning grounded in CRM data
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Capsule CRM in Notis once.
- 2Create an automation named Slide organisation roster.
- 3Tell Notis to identify the organisation on the new slide and list its Capsule CRM employees.
- 4Pick New Slide Added as the trigger.
- 5Choose a report channel, then test with one real slide.
Questions about this workflow
What if the organisation name is ambiguous?
Ask Notis to report possible matches and request a confirmed party before listing employees.
Can the result be summarized for a meeting?
Yes. Instruct Notis to group employees by available role or relevance.
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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