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Turn Capsule activity into a follow-up draft you can review

Get a relevant follow-up ready in Gmail, with the context close at hand and the final send still under your control.

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

Writing a thoughtful follow-up means reopening a CRM record, recalling the conversation and starting a message from scratch.

  • Keep the final review and send decision with you.
  • Use Capsule contact and activity details as message context.
  • Reduce the effort of restarting a follow-up after a busy day.

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 follow-up drafts.
  • 3Tell Notis to find the Capsule contact and relevant activity, then create a Gmail draft that summarizes the context and suggests a clear next step.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real contact and inspect the draft before sending.

Questions about this workflow

Does this send the email automatically?

No. The selected action creates a Gmail draft for you to review. You can edit or send it in Gmail.

Will it know what was discussed?

Notis can use activity details returned by Capsule. If the discussion notes or desired follow-up are not in Capsule, include that information in your instruction or source it in the trigger request.

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.

TriggerScheduled

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).

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

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`.

ActionInstant

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.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

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`.

ActionInstant

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`.

ActionInstant

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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