Start outreach with a clear contact review
A short scheduled review can reduce the mental load of deciding who is already in your CRM before planning Lemlist outreach. Notis can list parties for a focused check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Before a campaign, remembering which prospects already have CRM records can turn into a distracting search task.
- Build a predictable moment to review prospect records.
- Reduce duplicate-search interruptions during campaign planning.
- Keep CRM checks in a simple recurring rhythm.
Setup
Build it in a few focused steps.
- 1Connect Lemlist and Capsule CRM to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language for a recurring review.
- 3In one prompt, ask Notis to list relevant Capsule CRM parties and summarize what to inspect before Lemlist outreach planning.
- 4Choose a weekly Notis schedule and a channel for run reports.
- 5Run one review and confirm the list is useful for your planning routine.
Questions about this workflow
Does this create or update parties?
No. This workflow uses the List Parties action to retrieve CRM records for review.
Can the schedule be changed?
Choose a recurring schedule that fits your planning routine when setting up the Notis automation.
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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