Put referral introduction calls on your calendar
Make it easy to act on a referral: send Notis the introduction context and agreed time, and it creates the event.
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
Warm introductions lose momentum when the calendar step is separated from the referral context.
- Capture the referral purpose in the event.
- Move from introduction context to a scheduled conversation with fewer steps.
- Keep the agreed time visible alongside other commitments.
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 how to create a referral introduction event from the context and confirmed details you provide.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral introduction.
Questions about this workflow
Will Notis send the referral introduction email?
No. This workflow creates a calendar event using Google Calendar's Create Event action.
Can it add both people to the invite?
Create Event supports attendees. Provide the email addresses and confirm they should be invited.
What if the introduction time is not agreed yet?
Wait to provide a confirmed time, or use a separate process to coordinate availability. This event action requires start and end times.
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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No card. Works with personal or business Google Calendar.