Query Capsule parties from external events
Resolve CRM identity whenever another system sends a customer event.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
External events lack the CRM context needed for safe routing.
- Resolve records faster
- Support safer downstream actions
- Keep systems connected
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM to Notis once.
- 2Create an automation named External party lookup.
- 3Tell Notis to run a Capsule filter query using identifiers from each webhook and return the best matches with confidence notes.
- 4Pick the Notis webhook trigger.
- 5Choose where reports go and test with one real event.
Questions about this workflow
Does it modify Capsule?
No. It returns matching parties for review or another workflow.
Can it search people and organisations?
Yes. Specify which entity types the query should consider.
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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No card. Works with personal or business Capsule crm.