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Notis

Delete Capsule CRM parties from confirmed Todoist tasks

Make a deliberate deletion request in Todoist and let Notis execute it after the required confirmation.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

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.

Why this helps

Obsolete records linger because deletion feels risky and easy to forget.

  • Clear obsolete records
  • Keep deletion intent explicit
  • Reduce accidental removals

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Capsule CRM.
  • 2Create an automation that deletes a party only when the task identifies it and confirms no active references remain.
  • 3Select Todoist New Task Created as the trigger.
  • 4Choose a report channel and test with a safe, disposable party.

Questions about this workflow

What must the task confirm?

It should identify the exact party and confirm that no active references remain before deletion is attempted.

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.

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 Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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

List deleted parties

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

ActionInstant

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

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

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.

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

When this happens · Trigger

Do this · Action

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