Keep referred contacts from slipping through the cracks
Turn referral introductions you send into Capsule CRM records while the relationship context is still clear.
Trigger
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.
Action
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.
Why this helps
You send a thoughtful introduction, then lose the referred person's details in a busy sent folder.
- Keep referred people visible in your CRM.
- Capture relationship context from the sent message.
- Avoid re-reading old email threads to find contact details.
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 identify people explicitly introduced as referrals in sent messages and create Capsule CRM party records when details are available.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real referral introduction and check the resulting party record.
Questions about this workflow
Does sending any email create a party?
The instruction should limit records to people explicitly introduced as referrals, so routine correspondence is excluded.
Can it use details from the whole thread?
The trigger supplies message metadata including the thread ID. Tell Notis what context to use and review the test to confirm the details available for your example.
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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