Connect Outlook to Capsule crm
When something happens in Outlook, Notis takes the next step in Capsule crm. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Outlook to Capsule crm
Add new Outlook contacts to Capsule CRM
Create a Capsule CRM party whenever a new Outlook contact is added.
Review recent Outlook emails in Capsule
List recent Capsule entries after each new Outlook message so you can review communication history.
Check Capsule history after sending Outlook email
Review related Capsule entries after a sent Outlook message to keep follow-up decisions visible.
Refresh Capsule contacts when an Outlook event changes
List relevant Capsule parties after an Outlook calendar event is created, updated, or deleted.
Prepare Capsule contacts for new Outlook meetings
Find matching Capsule parties whenever a new Outlook calendar event is created.
Match incoming Outlook senders to Capsule parties
Find the Capsule CRM party that matches each new Outlook message sender.
Update Capsule party after sending updated contact details
Update a matching Capsule party when a sent Outlook message contains confirmed contact changes.
Check Capsule for duplicates before adding Outlook contacts
Run a Capsule filter query before deciding whether a new Outlook contact needs a party record.
Create Capsule party from a qualified Outlook inquiry
Create a Capsule CRM party when an incoming Outlook message contains a new qualified contact or organisation.
Supported Triggers and Actions
Notis builds workflows that link Outlook to Capsule crm. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Outlook and Capsule crm
Connect any two apps with Notis in the middle.
Outlook and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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