Audit Capsule users every month
Keep CRM ownership and access details visible with one simple monthly check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
Why this helps
User changes can leave ownership questions unresolved across the CRM.
- Supports cleaner ownership records
- Creates an audit trail
- Reduces forgotten access reviews
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM in Notis.
- 2Create a scheduled user audit automation.
- 3Tell Notis to list all Capsule users and flag unexpected, inactive, or unclear ownership details for review.
- 4Pick a recurring schedule trigger.
- 5Choose a report channel and test with one immediate run.
Questions about this workflow
Does it change user access?
No. It only lists users and highlights review points.
Can I run it quarterly instead?
Yes. Choose any recurring schedule that fits your audit needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Capsule crm. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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