Review recent Capsule CRM activity as a deal moves
Before you decide on the next step, see recent Capsule CRM notes, emails, and completed tasks after a HubSpot deal stage update.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
A changed deal stage can trigger follow-up work, but recent conversations and completed tasks may be spread across another CRM.
- Bring recent Capsule CRM entries into view when a deal changes stage.
- Review notes, emails, and completed party tasks from a single run report.
- Spend less time switching screens to reconstruct recent activity.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction that you want recent Capsule CRM entries to review when a HubSpot deal changes stage.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the returned entries.
Questions about this workflow
What does List Entries By Date retrieve?
It lists notes, emails, and completed party tasks in descending order by entry date.
Does it create a follow-up task?
No. This workflow retrieves recent entries for review; it does not create tasks.
Can I decide which recent entries matter?
Describe the context you want Notis to consider in your instruction. The action returns entries by date, and the run report shows the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Capsule crm. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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