Make team outreach ownership easier to see
A periodic user list can give a small team a shared starting point for clarifying who owns which outreach follow-ups in Capsule CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Tool to list all users on the capsule account. use after authentication to enumerate users for reporting or auditing.
Why this helps
When responsibilities are unclear, founders can spend energy checking who is handling a prospect instead of moving the conversation forward.
- Create a recurring reference for team ownership discussions.
- Reduce duplicate outreach caused by unclear responsibilities.
- Make coordination easier before campaign work begins.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create a periodic automation through the portal or ask Notis in plain language.
- 3Ask Notis in one prompt to list Capsule CRM users and summarize the information useful for coordinating Lemlist outreach ownership.
- 4Choose a monthly or quarterly schedule and a report channel.
- 5Test the output and confirm it supports your team's ownership check.
Questions about this workflow
Does this assign leads to users?
No. The action lists users for review; it does not assign parties or leads.
Who benefits from this workflow?
It is most useful when a founder or small team wants a regular ownership checkpoint.
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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