Reserve a weekly block for opportunity triage
Give yourself a predictable window to scan opportunities, spot stalled conversations and choose the next action.
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
When opportunity review has no protected time, decisions and follow-ups are easy to defer.
- Protect time for choosing opportunity next steps.
- Create a repeatable review cue on the calendar.
- Reduce the effort of restarting pipeline review from scratch.
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 an opportunity triage block with the title and UTC event times you provide for each run.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one run and verify the block in the intended calendar.
Questions about this workflow
Does this automatically triage the opportunities?
The specified action creates a calendar event. It does not analyze Capsule opportunities or create a report.
Does the event recur weekly in Google Calendar?
The schedule can run weekly, but Create Event creates an event per run and recurring-event support is not listed for this action.
Can Notis pick the review length?
Provide the intended start and end times for the block.
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.