Follow an issue with a thoughtful client recovery note
Acknowledge the situation and tell the client what happens next, using details verified in Capsule.
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 a service issue, a delayed or vague response can make the client feel that nobody is taking ownership.
- Acknowledge the issue using information available in Capsule.
- State a practical next step or update expectation.
- Keep sensitive details grounded and accurate.
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 recovery notes.
- 3Tell Notis which Capsule details qualify for a recovery note, what the client should hear and which facts or commitments must be verified before sending.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real issue record and verify the note before enabling routine use.
Questions about this workflow
Can the email promise a resolution date?
Only include a date if it is confirmed in Capsule or supplied in the instruction or webhook request. Ask Notis to avoid making unsupported promises.
Can this create a draft instead?
Yes. Use Gmail Create email draft if you want to review every recovery note before sending.
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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