Pick up where your last conversation left off
A weekly activity review can remind you what has recently happened in Capsule CRM before you plan your next round of outreach.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
After a busy week, reconstructing which conversations or tasks moved forward takes extra attention.
- See recent CRM activity in one scheduled checkpoint.
- Reduce the effort of reconstructing relationship context.
- Make weekly outreach planning easier to resume.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create a scheduled automation in the portal or ask Notis for a weekly activity review.
- 3Tell Notis in one prompt to list recent Capsule CRM entries by date and summarize the context useful for Lemlist planning.
- 4Choose a weekly schedule and a channel for run reports.
- 5Test a run and confirm the entries and summary help you resume work.
Questions about this workflow
Which records does this retrieve?
The action lists notes, emails, and completed party tasks in descending order by entry date.
Does it log new activity?
No. It retrieves recent entries to support review and planning.
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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