Protect time for your Capsule pipeline review
Set aside a recurring block to review opportunities and decide the next move, without rebuilding the calendar event each time.
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
Pipeline review gets pushed aside when it has to compete with meetings and the block is not already on the calendar.
- Reserve predictable time for pipeline decisions.
- Make the review block part of a recurring routine.
- Keep the review prompt focused on opportunities and next steps.
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 review block and provide its title, RFC3339 UTC start and end times for each run.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one real run and confirm the event appears on the intended calendar.
Questions about this workflow
Does this action create a recurring event series?
Create Event creates an event. The schedule trigger can run repeatedly, but the listed action does not itself create a recurring event series. Account for that behavior when choosing the schedule.
Where do the review time and duration come from?
Provide the schedule and event times in the automation instruction. Capsule's listed capabilities do not establish a review cadence or time.
What time format is required?
Create Event needs RFC3339 UTC start and end times, with the end after the start.
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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