Check Capsule before adding an email contact
Have Notis look for a matching Capsule CRM party when a new message arrives, so you can distinguish a known contact from a possible new lead.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
Without a quick CRM lookup, you can waste time searching manually or risk duplicate records.
- See whether the email points to a party already in Capsule CRM.
- Reduce manual searching across inbox and CRM.
- Make it easier to review potential duplicates before adding a new party.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis to search Capsule CRM parties using the sender details available in each new email and report likely matches for review.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test the automation with one real email from a sender you can check in Capsule CRM.
Questions about this workflow
Does the lookup automatically merge duplicate parties?
No. This workflow lists parties for review; the available action does not merge records.
What if the email has little sender information?
Notis can report that it lacks enough information to identify a likely match rather than treating a weak match as certain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Capsule crm. A trigger fires from one place; an action lands in another.
Agent mail 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 Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail 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.