Keep partnership conversations easy to return to
Partnership conversations often unfold over time. Notis can capture a prospect in Capsule CRM when your Lemlist process sends their details to a webhook.
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
Longer partnership conversations can be easy to lose when they are handled separately from normal customer follow-up.
- Keep prospective partners in your relationship records.
- Reduce the effort of finding partnership contacts later.
- Make long-running conversations easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create an automation through the portal or ask Notis in plain language.
- 3In one prompt, request a Capsule CRM party when Lemlist partner prospect details arrive at the webhook.
- 4Choose an incoming webhook trigger and where run reports should appear.
- 5Test with one partner prospect and review the new party in Capsule CRM.
Questions about this workflow
Can I use this for any partner prospect?
Yes, if your Lemlist-related process sends the prospect details to Notis and the prompt describes the capture.
Does this manage partnership opportunities?
The action creates a party record. Opportunity management is outside the selected action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Capsule crm.