Turn email leads into Capsule contacts
Capture the sender and any clearly stated organisation details from a new email, then add a contact to Capsule CRM when the information is sufficient.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
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.
Why this helps
Promising leads can stay buried in the inbox while you switch apps to enter their details.
- Capture identifiable people and organisations from new emails.
- Spend less time copying contact details between apps.
- Avoid creating a record when the email does not contain enough information.
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 create a Capsule CRM party for a person or organisation identified in each new email when enough details are available.
- 4Pick the Agent Mail New Email Received trigger and choose where run reports should go.
- 5Test the automation with one real email and review the run report.
Questions about this workflow
Will every new email create a Capsule CRM contact?
The instruction can ask Notis to create a party only when the email contains enough information to identify a person or organisation.
Can it add an organisation mentioned in the email?
Yes. The action supports creating a person or organisation party. Tell Notis what evidence in the email is enough to create each type.
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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