Keep Capsule parties current with Salesforce contact updates
Let contact changes travel into Capsule so your team can resume work with current details.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update Capsule CRM Party
Tool to update an existing person or organisation (party) in capsule crm. use when you need to modify specific fields of a party after confirming its id. example: "update party 11587 to remove phone number 12136 and add a new work email."
Why this helps
A changed phone number or other contact detail can remain stale in Capsule when updates require manual copying.
- Reduce manual maintenance of contact details across systems.
- Use Salesforce change data to prompt a Capsule party update.
- Make it easier to continue conversations with current records.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Capsule CRM once in Notis.
- 2Create a named automation in Automations, New Automation, with a plain-language prompt.
- 3Ask Notis to identify the corresponding Capsule party and update it from the changed Salesforce contact details, confirming the party before updating.
- 4Select the Salesforce Contact Updated trigger and choose a report channel.
- 5Test with one real contact change and inspect the report.
Questions about this workflow
What does the Salesforce trigger provide?
It fires when an existing Contact is modified and emits changed fields alongside relevant timestamps.
Does the trigger provide a Capsule party id?
No. The prompt should direct Notis to identify the corresponding party and confirm its id before using the update action.
Can Notis safely update a party if it cannot identify a match?
The instruction should tell Notis to avoid updating when it cannot confidently confirm the matching Capsule party.
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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