See follow-up tasks before they slip
A daily scan of Capsule CRM tasks gives you a small, predictable checkpoint for follow-up while you are working through Lemlist outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
When outreach fills the day, CRM tasks can be overlooked until the next context switch.
- Create a regular checkpoint for open follow-up tasks.
- Make next actions easier to spot without a manual CRM search.
- Support a steadier daily rhythm around outreach.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create an automation in the portal or describe the daily task scan to Notis.
- 3Ask Notis in one plain-language instruction to list Capsule CRM tasks and summarize the follow-ups relevant to Lemlist work.
- 4Choose a daily Notis schedule and a channel for run reports.
- 5Review one run and adjust the instruction if the summary is not focused enough.
Questions about this workflow
Will this create tasks from Lemlist activity?
No. The available action lists Capsule CRM tasks. This scheduled workflow helps you review them.
Can the summary focus on outreach follow-up?
Yes. Describe the kind of tasks you want Notis to highlight in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Lemlist to Capsule crm. A trigger fires from one place; an action lands in another.
Lemlist 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.
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.
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.
Lemlist and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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