Make space for a monthly customer review
Set aside a regular window to review key customer relationships and choose where a thoughtful follow-up would help.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Customer context can fade when there is no dedicated time to review relationships and plan next steps.
- Protect regular time for customer relationship review.
- Give follow-up planning a predictable place in the month.
- Use a single event title and prompt to make the review easy to restart.
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.
- 3Describe the monthly review block and provide RFC3339 UTC start and end times for each run.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one run and confirm the event details.
Questions about this workflow
Does this review all customers and summarize them?
No. The listed action creates an event. It does not provide a Capsule customer summary.
Does Create Event make a monthly series?
No recurring series support is listed for Create Event. The Notis schedule can run monthly and create an event for each run.
Can I choose the calendar?
Yes. Specify the calendar, and ensure the authenticated user has write access to it.
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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