Move new Notion leads into Capsule CRM
Capture a lead once in Notion and let Notis add the contact to Capsule, ready for your next conversation.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
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.
Why this helps
Copying contact details between tools interrupts focused work and leaves leads stranded in notes.
- Keep new prospects visible in your CRM without retyping their details.
- Give yourself one clear place to continue follow-up.
- Reduce the chance that an interested lead gets lost in a notes database.
Setup
Build it in a few focused steps.
- 1Connect Notion and Capsule CRM to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally for this workflow.
- 3Use one plain-language instruction to create a Capsule party from each new Notion lead page using its available details.
- 4Select the Notion New Page trigger and choose where run reports should go.
- 5Test with one real lead page and check the created party in Capsule.
Questions about this workflow
What counts as a new lead?
A new page in the Notion database covered by the selected New Page trigger. Describe which pages represent leads in the automation instruction.
Can the workflow create an organization or a person?
Tell Notis in plain language how to interpret the lead details. Capsule's create-party action supports a person or an organization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Capsule crm. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
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.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
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.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
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.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
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.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
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.
Notion and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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