Run a focused Capsule CRM search for every ticket
Get the exact relationship slice you need without manual searching.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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
Broad CRM searches create noise when support needs one precise customer or opportunity answer.
- Return focused results
- Speed up triage
- Make escalation decisions clearer
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Capsule CRM in Notis.
- 2Create an automation named Ticket Context Filter.
- 3Tell Notis which ticket details to use in a Capsule filter and how to summarize matching results.
- 4Pick New Zendesk Ticket as the trigger and choose a report channel.
- 5Test with one real ticket.
Questions about this workflow
Can the filter search opportunities too?
Yes. Ask Notis to search parties, opportunities, or cases according to the context you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Capsule crm. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.