Check for stalled deals in the middle of the week
A short midweek review can surface conversations that need a decision or a simple follow-up before Friday.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Quick Add Event
Parses natural language text to quickly create a basic google calendar event with its title, date, and time, suitable for simple scheduling; does not support direct attendee addition or recurring events, and `calendar id` must be valid if not 'primary'.
Why this helps
Opportunities can drift when the team only reviews the pipeline at the start or end of the week.
- Add a focused midweek pipeline review cue.
- Make it easier to notice conversations that need an owner or next action.
- Keep the reminder simple and easy to act on.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a quick midweek reminder to review stalled opportunities, with a specific time.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test one run and confirm the reminder appears at the intended time.
Questions about this workflow
Does it identify stalled opportunities?
No. The action creates a reminder. The provided app details do not define a stalled status or provide a Capsule trigger.
Can it make the reminder every Wednesday?
Set the Notis schedule for the desired day. Quick Add creates a basic event per run, not a recurring event series.
Can the event show a list of deals?
Only include deal details supplied in the request. This workflow is designed as a cue to review Capsule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Google Calendar. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Capsule crm and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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