Review CRM commitments after balance details change
A balance detail change triggers a quick check for tasks that may need attention.
Trigger
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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
Small availability changes can make existing customer commitments harder to deliver on time.
- Surface tasks needing reassignment
- Protect customer commitments
- Reduce manual status checking
Setup
Build it in a few focused steps.
- 1Connect Workday and Capsule CRM once in Notis.
- 2Create an automation for balance detail changes.
- 3Tell Notis to list relevant Capsule CRM tasks for the worker context and highlight deadlines or ownership that may need review.
- 4Pick the Workday Balance Details Changed trigger.
- 5Choose a report destination and test with one changed balance.
Questions about this workflow
Does the balance event include task deadlines?
No. Capsule CRM task results provide the task dates and details, while Workday provides the balance change.
Will tasks be reassigned automatically?
This workflow lists tasks for review. Reassignment requires a supported update action and an explicit confirmed instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Capsule crm. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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