Check open tasks before acting on a Typeform lead
Know what is already promised or pending before creating more follow-up.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
New responses trigger duplicate outreach because existing tasks are hard to see.
- Prevent duplicate follow-up
- Respect existing commitments
- Clarify the next action
Setup
Build it in a few focused steps.
- 1Connect Typeform and Capsule CRM once in Notis.
- 2Create an automation named Respondent task check.
- 3Tell Notis to locate the matching party and list relevant open Capsule tasks with their due details.
- 4Pick the Typeform New Form Response trigger.
- 5Choose where reports go and test with a respondent who has an active task.
Questions about this workflow
Does it create a task?
No. It retrieves tasks so you can decide what should happen next.
Can it check tasks for a new party?
Yes, but it will report that no linked tasks were found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Capsule crm. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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