Create a weekly Capsule CRM project pulse
See which projects need a decision before the week runs away.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Why this helps
Project status reviews become manual archaeology across multiple records.
- Makes project review repeatable
- Surfaces work needing attention
- Cuts status meeting preparation
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM in Notis once.
- 2Create an automation named Weekly project pulse.
- 3Tell Notis to list relevant projects and summarize changes, risks, and items needing a decision.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real run.
Questions about this workflow
Can it use project filters?
Yes. Specify the filters and page size you want Notis to use.
Can the pulse be concise?
Yes. Ask for a short summary with only exceptions and decisions.
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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