Check Capsule follow-up tasks for each new deal
See the open work around a new opportunity before it slips behind a crowded pipeline.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
New deals often arrive without a clear view of existing follow-up tasks, causing missed calls and delayed replies.
- Expose related open work
- Reduce missed follow-ups
- Give founders a quick next-action view
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Capsule CRM in Notis once.
- 2Create an automation for new deal follow-up visibility.
- 3Tell Notis to list relevant Capsule tasks and summarize which ones relate to the incoming deal.
- 4Choose the New Deal Received trigger.
- 5Select a report channel and test with one active deal.
Questions about this workflow
Does this create new tasks?
No. It lists existing Capsule tasks and summarizes the relevant follow-up.
What if no tasks match?
Notis can report that no related tasks were found so you can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Capsule crm. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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