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Notis

Keep event prospects ready for follow-up

When an event prospect comes through your Lemlist process, send their details to Notis so they are added to Capsule CRM for easier post-event follow-through.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Event-related outreach has a short window, and contact capture can get postponed until the context is gone.

  • Capture event prospects while the interaction is still fresh.
  • Make follow-up easier to resume after event tasks pile up.
  • Keep event-related relationships visible in Capsule CRM.

Setup

Build it in a few focused steps.

  • 1Connect Lemlist and Capsule CRM to Notis once through the portal.
  • 2Create an automation via the portal or by telling Notis what outcome you need.
  • 3Ask Notis to create a Capsule CRM party when event prospect details arrive from Lemlist through a webhook.
  • 4Select the incoming webhook trigger and choose a channel for reports.
  • 5Test one real event prospect and verify the party is ready for your follow-up.

Questions about this workflow

Does this create an event task?

No. The supported action creates a party from the supplied prospect details.

Can it run after an event too?

Yes, whenever your external process sends a suitable request to the Notis webhook.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

List deleted parties

Tool to retrieve parties deleted since a given date. use when you need to sync deletions.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

List Projects

Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.

ActionInstant

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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