Give useful customer feedback a next step
Convert actionable feedback into a Rocketlane task so it can be reviewed alongside delivery work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Feedback can remain in CRM notes without a clear owner or route into the project team's work.
- Give actionable feedback a visible home in project work.
- Keep the customer context close to the follow-up.
- Reduce the chance of useful observations disappearing in notes.
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 create a Rocketlane task for actionable feedback included in a webhook request.
- 3Choose an incoming webhook trigger, set the report channel, and test with one real feedback example.
Questions about this workflow
Can I avoid creating tasks for every comment?
Yes. Describe what makes feedback actionable in the prompt and test it with examples that should and should not create tasks.
How does feedback reach Notis?
An external tool or custom backend sends the relevant feedback context to the Notis webhook.
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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