Check Capsule CRM account health from Todoist
Describe the account signals you care about and get matching Capsule CRM records for action.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Account health checks are skipped when they require reconstructing filters manually.
- Find accounts needing attention
- Turn reviews into clear tasks
- Support proactive follow-up
Setup
Build it in a few focused steps.
- 1Connect Todoist and Capsule CRM.
- 2Create an automation that runs a structured Capsule CRM query from account health tasks.
- 3Select Todoist New Task Created as the trigger.
- 4Set the report destination and test with one condition-based review task.
Questions about this workflow
What data can account health use?
Use fields and conditions available to the Capsule CRM filter query, and provide any baseline or interpretation rules in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Capsule crm. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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