See CRM opportunity context for new prospect emails
Give new prospect messages a quick Capsule CRM check, so you can see whether there is already a related opportunity or record.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Run Filter Query
Tool to run structured filter queries on parties, opportunities or kases. use when you need to retrieve entities matching specific filter conditions.
Why this helps
A prospect may already be connected to an opportunity, but that context is easy to miss when the message is new.
- Surface matching CRM records while reviewing prospect emails.
- Help distinguish a new lead from an existing relationship.
- Reduce manual searching for related opportunities.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to query Capsule CRM using the incoming prospect's available details and report matching parties, opportunities, or cases for review.
- 4Pick the New Gmail Message Received trigger and choose where run reports should go.
- 5Test with one real prospect email and verify the returned matches.
Questions about this workflow
Can it guarantee a match is the right opportunity?
No. It can report entities matching the query criteria. Ask Notis to show the evidence and flag uncertain matches for review.
What search criteria should I use?
Describe the available details and conditions you want used. The action supports structured filter queries, but the criteria should reflect data in your Capsule CRM account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Capsule crm. A trigger fires from one place; an action lands in another.
Gmail triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
List Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Gmail and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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