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Search Capsule records from Telegram

Describe the records you need in Telegram and let Notis run a Capsule filter query to help you find the right context.

Trigger

New Message Received

Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.

Action

Run Filter Query

Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.

Why this helps

Finding a specific group of records can turn a simple question into a distracting sequence of CRM filters.

  • Start a record search in natural language.
  • Reduce repeated navigation through CRM views.
  • Find relevant parties, opportunities, or cases for the next decision.

Setup

Build it in a few focused steps.

  • 1Connect Telegram and Capsule CRM to Notis once through the portal.
  • 2Create an automation prompt that translates a Telegram request into an appropriate Capsule filter query.
  • 3Select Telegram New Message Received and choose a channel for run reports.
  • 4Ask for one known set of records and confirm the results are relevant.

Questions about this workflow

Which record types can this query?

The action runs structured filter queries on parties, opportunities, or cases.

Does it update records?

No. It retrieves matching records; use an appropriate update action for changes.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Telegram 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

New Message Received

Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.

TriggerInstant

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

New Channel Post

Triggered when a new post is published to a channel where your bot is an administrator.

TriggerInstant

List deleted parties

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

ActionInstant

Callback Query Received

Triggered when a user taps an inline keyboard button attached to one of your bot's messages.

TriggerInstant

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

Message Edited

Triggered when a message in a chat your bot can see is edited by its sender.

TriggerInstant

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 Chat Member

Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.

TriggerInstant

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

List Projects

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

ActionInstant

Connect any two apps with Notis in the middle.

Telegram and Capsule crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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