Check for Capsule follow-up after Salesforce tasks finish
Close one task in Salesforce and get a Capsule task view to help keep the next step visible.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Completing a task in one CRM can make it easy to overlook related follow-up tracked elsewhere.
- Surface Capsule tasks after a Salesforce task is completed.
- Help spot possible follow-up across CRM systems.
- Reduce the chance of losing the next step during a handoff.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Capsule CRM in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list relevant Capsule tasks when a Salesforce task is completed and summarize items needing attention.
- 4Select Task Created or Completed and set the optional task status or subject filter if needed.
- 5Choose a report channel and test with one real completed Salesforce task.
Questions about this workflow
Does this trigger run for every created task?
It triggers when a Salesforce Task is created or when its status changes to Completed. Optional filtering by task Status or Subject is supported.
Does List Tasks mark a Capsule task complete?
No. This action retrieves tasks; it does not update their status.
Can Notis tell whether a Capsule task is overdue?
Only if the returned task data includes enough date information. Ask Notis to report the relevant details and review the run output.
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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