Search Capsule CRM contacts from Todoist tasks
Ask for the contacts you need in Todoist and receive a focused Capsule CRM list.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Finding the right subset of contacts takes too many clicks when you are already planning work.
- Get focused contact lists quickly
- Support planning from your task inbox
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Capsule CRM in Notis.
- 2Create an automation that interprets new lookup tasks and lists matching Capsule CRM parties.
- 3Choose Todoist New Task Created as the trigger.
- 4Set a report channel and test with a task containing a clear contact filter.
Questions about this workflow
Can the task request related data too?
Yes. Ask for available related information such as embedded details, and Notis will use the Capsule CRM list parties action accordingly.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.