Add new meeting attendees to Capsule
Capture attendee details as Capsule contacts when a new calendar event is created.
Trigger
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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
Meeting contacts can stay buried in calendar invites until someone remembers to add them to the CRM.
- Capture new contact details close to the moment they appear.
- Reduce manual contact entry after scheduling.
- Give the team a consistent place to find meeting contacts.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Capsule CRM once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create Capsule party records for event attendees with usable contact details, skipping the organizer and any attendee already represented by an existing party.
- 4Pick the Google Calendar Event Created trigger and choose where run reports should go.
- 5Test with one real event and review the created party records.
Questions about this workflow
Will this create a Capsule record for every attendee?
Ask Notis to create records only for attendees with usable contact details and to skip the organizer. The event trigger provides event and organizer details, but attendee detail availability can vary.
How should duplicate contacts be handled?
Include an instruction to check existing Capsule parties before creating records. Review the test run to confirm the duplicate handling matches your contact data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Capsule crm. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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