Give clients a timely heads-up about renewals
Use renewal details in Capsule to send a clear reminder before an upcoming renewal needs attention.
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
Renewal dates spread across client records are easy to miss when reminders depend on memory or manual calendar checks.
- Use renewal dates and contact details available in Capsule.
- Send reminders according to criteria you define.
- Reduce the chance of a renewal follow-up being overlooked.
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 renewal reminders.
- 3Tell Notis which Capsule renewal details and lead time to use, what the reminder should say and how to handle missing dates or addresses.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real renewal record and verify the recipient and timing.
Questions about this workflow
Does Capsule provide renewal dates automatically?
This depends on the data in your Capsule records. Tell Notis which available date indicates renewal and what to do when it is missing.
Can I choose how far ahead to send the reminder?
Yes. State the lead time in your instruction, and make sure the required renewal date is available from Capsule.
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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