Bring Salesforce account details into Capsule
Keep organisation records close to the follow-up work by adding Salesforce account details to Capsule.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
Organisation information can be split across systems, leaving teams to repeat account setup by hand.
- Reduce retyping organisation details between sales tools.
- Bring account information into Capsule when Salesforce account activity occurs.
- Keep organisation records available in the relationship workflow.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Capsule CRM in the Notis portal.
- 2Create an automation with a name and prompt in Automations, New Automation.
- 3Tell Notis to create a Capsule party using available Salesforce account details, and to check for an existing match before creating.
- 4Choose Account Created or Updated as the Salesforce trigger and set the run report destination.
- 5Test with one real account event and review the result.
Questions about this workflow
When does Account Created or Updated fire?
It triggers for Salesforce Account creation or updates and uses LastModifiedDate as its high-watermark.
Will an update always create a duplicate party?
The action is party creation. Instruct Notis to check for an existing match first and test the behavior; the event does not guarantee deduplication.
What kind of Capsule record is created?
The action creates a party, which can represent a person or organisation. Tell Notis to use the account as an organisation.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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