Route WhatsApp Inquiries Using Capsule Filters
Turn incoming questions into clear routing decisions using the customer data you already keep.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Messages get handed to the wrong person when customer ownership and status are unclear.
- Route messages using current CRM context
- Reduce internal handoff delays
- Make triage consistent
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Capsule CRM in Notis once.
- 2Create an automation named Route WhatsApp Inquiries.
- 3Tell Notis to run a Capsule filter query using the sender and message context, then report the best owner or matching account.
- 4Pick the New WhatsApp Message Received trigger and select a report channel.
- 5Test with an inquiry from an account with known CRM data.
Questions about this workflow
What if several parties match?
Ask Notis to list the matches and highlight the strongest match for review.
Can this create a record too?
This workflow focuses on lookup and routing; a separate automation can create a new party when appropriate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Capsule crm. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
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.
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.
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.
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.
Timelinesai and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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