Connect Salesforce to Capsule crm

When something happens in Salesforce, Notis takes the next step in Capsule crm. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Capsule crm

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Add New Salesforce Contacts to Capsule

Create a Capsule party when Salesforce receives a new contact, giving your team one place to continue follow-up.

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Create Capsule Parties from Salesforce Leads

Turn each new Salesforce lead into a Capsule party so lead details can enter your relationship workflow promptly.

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Refresh Capsule Parties After Salesforce Contact Changes

When a Salesforce contact changes, ask Notis to update the corresponding Capsule party using the confirmed record.

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Add Salesforce Accounts as Capsule Parties

Create a Capsule party for a Salesforce account when the account is created or updated, using available organisation details.

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Review Capsule Parties for Salesforce Opportunity Changes

When an opportunity changes, ask Notis to find related Capsule parties for context before the next sales handoff.

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Check Capsule Tasks After Salesforce Tasks Complete

When a Salesforce task is completed, list Capsule tasks to help surface follow-up work that may still be open.

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Search Capsule When a Salesforce Record Changes

Use a monitored Salesforce record change to run a structured Capsule query for matching parties or opportunities.

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Capsule crm. A trigger fires from one place; an action lands in another.

Salesforce 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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

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

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

List deleted parties

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

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

List Projects

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

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.