Give quiet customer accounts a thoughtful next step
A scheduled review can surface selected inactive accounts and create a task to prepare a useful re-engagement.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a new task.
Why this helps
Quiet accounts can fall off the radar when follow-up depends on remembering who has not heard from the team.
- Turn selected inactive accounts into planned follow-up work.
- Keep re-engagement preparation visible to the delivery team.
- Reduce manual scanning of customer lists.
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 conversationally to review accessible Capsule customer context and create a Rocketlane re-engagement task when criteria are met.
- 3Choose a recurring schedule and report channel, then test with one real inactive-account example.
Questions about this workflow
What does inactive mean for this workflow?
Define the time period or other inactivity signal in your prompt and ensure that information is accessible to Notis.
Will it contact the customer?
No. The selected action creates a Rocketlane task for preparation; it does not send a customer message.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Rocketlane.