Check CRM work before contacting new subscribers
See existing commitments before adding another outreach thread.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
List Tasks
Tool to list tasks on the capsule account. use when you need to retrieve tasks with filters or embedded related data.
Why this helps
New leads can trigger duplicate work when current tasks are hidden in the CRM.
- Prevent duplicated outreach
- Respect existing ownership
- Coordinate marketing and sales work
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Capsule CRM in Notis once.
- 2Create an automation named New subscriber task check.
- 3Tell Notis to find the matching Capsule party and list relevant open tasks before any new outreach is planned.
- 4Pick the Mailchimp Subscribe trigger.
- 5Choose a report channel and test with one real subscriber.
Questions about this workflow
What if there are no existing tasks?
Have Notis report that no related tasks were found.
Can it include task owners?
Yes, if owner information is available in the Capsule task results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Capsule crm. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Capsule crm.