Bring the important Capsule context into your inbox
Prepare a concise brief in Gmail so you can enter a client conversation without searching through CRM notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
Finding the last conversation, open opportunity and next steps can consume the few minutes before a call.
- Pull key context from the Capsule record into one place.
- Use the draft as a quick pre-conversation reference.
- Reduce last-minute CRM searching.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact conversation briefs.
- 3Tell Notis which contact and Capsule details to summarize into a Gmail draft, such as recent activity or open opportunity, and ask it to flag unavailable context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and verify the brief against Capsule.
Questions about this workflow
Is the brief emailed to the contact?
No. The Create email draft action saves a draft to Gmail. You can use it as a reference or edit it before sending.
Can it include details from outside Capsule?
Only if you supply those details in the instruction or webhook request, or they are available through a connected source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Gmail. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Capsule crm and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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