Keep planned follow-ups visible after you send
Use a sent message as a cue to check related Capsule CRM tasks and see what follow-up is already tracked.
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
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
Important follow-up plans can be scattered across sent messages and CRM tasks, making it hard to know what is already covered.
- Review related tasks after an outbound conversation.
- Keep follow-up plans from being overlooked.
- See what is already tracked before creating more work.
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 use sent message recipients to identify a Capsule CRM party and retrieve relevant tasks for review.
- 4Pick the Email Sent trigger and choose where run reports should go.
- 5Test with one real sent message connected to an existing Capsule CRM task.
Questions about this workflow
Will this mark a task complete?
No. The action only retrieves tasks for review.
What if there are several recipients?
Ask Notis to check each clearly identifiable recipient and label which contact each result relates to.
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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