Find Capsule relationship context when opportunities change
Get a Capsule party lookup when a Salesforce opportunity moves or changes, so follow-up has more context.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Opportunity changes often prompt a scramble to find related people across separate sales tools.
- Prompt a Capsule contact lookup at meaningful opportunity changes.
- Reduce context switching during deal reviews and handoffs.
- Make related party information easier to locate.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Capsule CRM once in Notis.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Ask Notis to use opportunity details to search Capsule parties for likely related records and report the matches without changing them.
- 4Pick the New or Updated Opportunity trigger and a report channel.
- 5Test using one real opportunity change and check the returned matches.
Questions about this workflow
What Salesforce activity starts the lookup?
A Salesforce Opportunity creation or update starts it.
Does the Capsule action search opportunities?
This workflow uses List Parties, so it looks for Capsule parties. It does not search Capsule opportunities.
Will the workflow update Capsule records?
No. It lists parties and reports likely matches for review.
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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