Get check-in drafts for Capsule opportunities that have gone quiet
Make pipeline review lighter by turning selected Capsule opportunities into ready-to-review email drafts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Pipeline reviews can surface quiet deals, but writing each check-in adds another task to an already full day.
- Review a focused set of opportunities on a recurring schedule.
- Create drafts for review instead of sending without oversight.
- Use criteria you define for identifying quiet opportunities.
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 scheduled opportunity check-ins.
- 3Tell Notis what Capsule details and criteria identify a quiet opportunity, then ask it to create a Gmail draft for each match and report missing context.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real matching opportunity and review the draft.
Questions about this workflow
How does Notis know a deal has gone quiet?
Specify the rule and ensure the relevant dates or activity history are available from Capsule. If that information is missing, have Notis report it rather than infer a baseline.
Does the scheduled workflow send the drafts?
No. It creates drafts for you to review and send.
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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