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Notis

Keep new Lemlist leads within reach

When a lead arrives from Lemlist, Notis can add their available details to Capsule CRM so you can pick up the conversation without switching back to your campaign list.

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

A new lead can be easy to lose when outreach and customer records live in separate tools.

  • Keep incoming leads in the CRM you use to manage relationships.
  • Reduce copying details between outreach and sales tools.
  • Make it easier to review a prospect later in one place.

Setup

Build it in a few focused steps.

  • 1Connect Lemlist and Capsule CRM to Notis once through the portal.
  • 2Create a Notis automation in the portal or ask Notis conversationally.
  • 3Describe that each incoming Lemlist lead should become a Capsule CRM party using the available lead details.
  • 4Choose an incoming webhook trigger and a channel for run reports.
  • 5Test with one real lead and confirm the new party appears in Capsule CRM.

Questions about this workflow

Why does this use a Notis webhook?

Lemlist has no integration trigger events in this setup, so an incoming webhook starts the automation when an external tool or backend sends Notis a request.

Do I need to map lead fields?

No. Describe the outcome in the automation prompt, and Notis interprets the available lead details.

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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