Summarize Capsule CRM activity from Todoist
Before a call, ask Todoist for the latest Capsule history and get the context you need.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
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.
Why this helps
Preparing for conversations means hunting through scattered notes and completed activities.
- Prepare for calls faster
- Recover recent relationship context
- Reduce last minute searching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Capsule CRM in the Notis portal.
- 2Create an automation that retrieves recent Capsule CRM entries for the party or date range named in a new task.
- 3Choose Todoist New Task Created as the trigger.
- 4Set the report destination and test with one preparation task.
Questions about this workflow
What entries are included?
The action lists notes, emails, and completed party tasks in descending entry date order.
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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