Schedule renewal planning sessions from Capsule
Set up renewal conversations with the customer context and agreed time in one instruction to Notis.
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
Renewal planning becomes harder when the next conversation is easy to postpone or its context is scattered.
- Give renewal planning a defined place in the week.
- Carry the customer and renewal purpose into the event title or details.
- Make scheduling a short prompt instead of a context switch.
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 renewal planning event using the customer context and confirmed times you send.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real renewal planning request.
Questions about this workflow
Will Capsule trigger this automatically at renewal time?
No. Capsule CRM has no trigger events listed for this workflow. A webhook starts it when an HTTP request reaches Notis.
Can the automation determine renewal dates?
That capability is not specified. Supply the relevant date and time or include the needed context in your request.
What calendar permissions are needed?
The authenticated user needs write access to the destination calendar.
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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