Schedule proposal reviews from Capsule opportunity context
Keep proposal decisions moving by putting the review conversation on the calendar as soon as the time is agreed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A proposal can stall when nobody owns the next conversation or takes time to add it to the calendar.
- Give proposal reviews a concrete calendar time.
- Keep the event tied to the opportunity and review purpose.
- Avoid a separate manual calendar entry.
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.
- 3In one instruction, tell Notis to schedule a proposal review from the opportunity context and confirmed time you provide.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal review request.
Questions about this workflow
Does this workflow know a proposal is ready for review?
No Capsule trigger events are available here. Send a webhook when you want the automation to run, with the relevant opportunity context.
What does the event need?
Provide its title and RFC3339 UTC start and end times. The end must follow the start.
Can I set attendees?
Create Event supports attendees. Include the attendee details in your instruction when they should be invited.
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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