Review Capsule CRM projects from Trello activity
See the active CRM cases connected to work happening on your board.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
Action
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Why this helps
Board activity can move a case forward without the CRM project view being checked.
- Surface active cases
- Support faster decisions
- Keep work context together
Setup
Build it in a few focused steps.
- 1Connect Trello and Capsule CRM in Notis once.
- 2Create an automation for project context reports.
- 3Tell Notis to list Capsule CRM projects related to the parties or subjects in each Trello activity and summarize relevant matches.
- 4Pick the Trello New Activity trigger and a report channel.
- 5Test with one activity on an active project.
Questions about this workflow
What does a Capsule project represent?
Capsule projects are cases or project records on the account.
Does this update projects?
No, it lists and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Capsule crm. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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