Welcome new clients as soon as a Capsule deal is won
Turn a won opportunity into a clear, timely welcome without switching from your sales workflow to Gmail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
After closing a deal, founders can lose time composing the same onboarding email and still forget to send it promptly.
- Send a consistent welcome as soon as the automation is triggered.
- Include contact or opportunity details returned by Capsule.
- Reduce the gap between closing a deal and sharing next steps.
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 new client welcomes.
- 3Tell Notis to check the Capsule opportunity and contact details, then send a welcome email only when the opportunity is won; describe the welcome content and next steps.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won opportunity and review the sent email.
Questions about this workflow
Does Capsule CRM start this automation automatically when a deal is won?
Capsule CRM has no listed trigger events for this workflow. A Notis webhook starts the automation, and Notis can check the Capsule data it can access for a won opportunity.
Can the email include details from the opportunity?
Yes. Ask Notis to use the relevant contact and opportunity details Capsule returns, and provide any welcome copy or next steps that are not stored there.
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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