Keep meeting-ready prospects in Capsule CRM
When a prospect signals meeting interest, Notis can create a Capsule CRM party from the information supplied by your Lemlist process, so the next conversation is easier to coordinate.
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
Meeting interest can get buried among campaign activity before you have added the person to your CRM.
- Keep meeting-ready people visible in your relationship system.
- Reduce the need to re-enter a prospect before arranging follow-up.
- Make campaign-to-conversation handoffs less dependent on memory.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create a new automation in the portal or describe the desired outcome to Notis.
- 3Ask Notis in one instruction to create a Capsule CRM party from a meeting-interest request sent by Lemlist.
- 4Choose the incoming webhook trigger and the channel for run reports.
- 5Test with one real meeting-interest example and verify the party details.
Questions about this workflow
Does this schedule or book the meeting?
No. The available Capsule CRM action creates a party. This workflow captures the prospect so you can continue coordination.
What starts the workflow?
An external tool or custom backend sends an HTTP 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.
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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