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Notis

Keep partnership context current in Capsule

Update your partnership brief once in Notion and let Notis carry relevant details into Capsule.

Trigger

Page Content Updated

Triggers when the body content of a Notion page is updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any page content edit in the workspace the integration has access to. Notion aggregates content edits within a short window (~60s typical).

Action

Update Capsule CRM Party

Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."

Why this helps

Collaboration plans change, but CRM context can lag behind when updates require another round of manual work.

  • Keep partner context aligned with your latest plans.
  • Reduce repeated notes across the workspace and CRM.
  • Make the next partner conversation easier to pick up.

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 tell Notis what partnership updates to carry over.
  • 3Write one plain-language instruction describing which brief edits should update the matching Capsule party.
  • 4Choose Page Content Updated, scope it to the partnership brief or data source as appropriate, and set the report channel.
  • 5Edit one real brief and confirm the correct Capsule party is updated.

Questions about this workflow

Can this workflow watch a single brief?

Yes. Page Content Updated supports a page_id scope.

Will it update the Capsule project?

The available action is Update Capsule CRM Party. It updates a person or organization party.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

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.

ActionInstant

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.

TriggerInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

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.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

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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