Get Capsule CRM context when a HubSpot deal moves
A stage change can be a good moment to check what Capsule CRM already knows. Have Notis query for related records and send the results to your chosen report channel.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
When a deal moves forward, useful context may be sitting in another CRM and take extra searching to find.
- Review Capsule CRM records when a HubSpot deal changes stage.
- Reduce manual searching across CRMs during a sales handoff.
- See matching parties, opportunities, or cases in a run report.
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 which Capsule CRM records to look for using the deal details available from HubSpot.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal stage change and review the query results.
Questions about this workflow
What records can the Capsule CRM query return?
The Run Filter Query action can query parties, opportunities, or cases using structured filter conditions.
Does this workflow change the deal or Capsule CRM records?
No. The selected action runs a query and returns matching records for review.
What if HubSpot does not provide enough detail to find a match?
Include any needed matching detail in your instruction, or treat missing details as something to review in the run report.
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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