Make the handoff after a sale easier to act on
Give the next person a clear starting point with a handoff draft based on the Capsule record.
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
A closed sale can lose momentum when customer goals and commitments stay buried in opportunity notes.
- Summarize the customer context available in Capsule.
- Bring commitments and next steps into one reviewable draft.
- Reduce repeated questions during the handoff.
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 sales handoff drafts.
- 3Tell Notis which opportunity, contact and activity details to include, who should receive the draft and how to flag missing commitments or ownership.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real closed opportunity and verify each handoff detail.
Questions about this workflow
Can it include internal ownership?
Yes, if the owner information is available in Capsule or you provide the recipient and ownership rules in the instruction.
Will it send the handoff email?
No. It creates a draft so you can verify the details and recipients 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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