Keep customer account context current across tools
Send account changes to Notis and update the matching Rocketlane company to reduce rechecking and manual edits.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Company
This tool updates an existing company/account in rocketlane. it uses the put endpoint to update the company details identified by companyid. the action complements the existing create company action and is essential for maintaining up-to-date company information, relying on rocketlane's api specifications and company management endpoints.
Why this helps
Customer details can drift between CRM and project tools, leaving delivery teams with outdated context.
- Reduce repeated manual edits to company context.
- Help project teams work from current account information.
- Keep account changes tied to a clear update signal.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Rocketlane to Notis once through the portal.
- 2Create an automation or ask Notis in plain language to update the matching Rocketlane company from relevant account changes included in a webhook request.
- 3Select an incoming webhook trigger, choose a run-report channel, and test with one real account update.
Questions about this workflow
How does Notis identify the matching company?
Describe the matching context in the prompt and include enough account information in the webhook request for Notis to identify the intended company.
Does this create a missing company?
This workflow uses Update Company. Use the separate Create Company action for a workflow intended to create accounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Rocketlane. A trigger fires from one place; an action lands in another.
Capsule crm triggers
Rocketlane actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Project by ID
Archives a specific project based on its unique identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Creates a new company (account) in rocketlane. this action allows you to create a new company/account in your rocketlane workspace. it complements existing company-related actions by providing the ability to register new accounts using the post /api/v2/companies endpoint.
Create Task
Creates a new task.
Create Time Entry
Tool to create a new time entry in rocketlane. this endpoint allows users to log time spent on tasks or projects. it complements the existing rocketlane get time entries action and enables complete time tracking functionality within the rocketlane integration.
Delete Project
This tool allows users to permanently delete a project in rocketlane. it requires a valid project id and appropriate permissions (admins, super users, and project owners). note that deletion is irreversible; therefore, consider using archival if future access might be needed.
Delete Task By ID
Delete a specific task using its unique identifier (taskid).
Delete Time Entry by ID
Delete a specific time entry using its unique identifier (timeentryid).
Get All Fields
Retrieve all custom fields available in the system.
Connect any two apps with Notis in the middle.
Capsule crm and Rocketlane, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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