Reconnect with clients who may need a fresh touchpoint
Use an intentional review and a relevant message to reopen a client conversation that has gone quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Past clients can lose touch simply because nobody has a clear, repeatable moment to reach out.
- Use your own definition of an inactive client.
- Tailor the check-in to context recorded in Capsule.
- Create a consistent way to reconnect with past clients.
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 client re-engagement.
- 3Tell Notis which activity or date details define inactivity, what kind of check-in to send and what to do when the history is incomplete.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real client record and check the available activity history.
Questions about this workflow
How can I define inactive?
Specify a concrete period or other rule, and ensure the relevant activity or date is available from Capsule. Have Notis report records where the evidence is missing.
Will this email be personalized?
It can use details returned by Capsule. State what context matters and ask Notis to avoid adding unsupported details.
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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