Auto-Research Project Clients from CompanyCam
Stop manually researching every client's business. When a new project appears in CompanyCam, Notis automatically retrieves their full brand profile - company overview, industry, size, and market position - directly into Context.dev.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Retrieve Brand
Resolve a company by domain, name, or ticker into a full brand profile.
Why this helps
Each new project requires context-switching to research the client's company background, creating friction and delays before real work begins.
- Eliminate manual research before each project
- Reduce context-switching friction
- Build consistent client understanding
- Save hours per week on admin work
Setup
Build it in a few focused steps.
- 1Connect CompanyCam and Context.dev to Notis via portal (one-time setup)
- 2Create new automation and ask Notis: 'When a new project appears in CompanyCam, retrieve its full brand profile from Context.dev'
- 3Set trigger to webhook, choose your Slack or email channel for run reports
- 4Notis creates the automation; verify it appears in your Automations list
- 5Test by creating a new project in CompanyCam and checking Context.dev for the brand profile
Questions about this workflow
What if the client isn't in Context.dev's database?
Context.dev returns the closest match with confidence score. You can manually add or update companies in Context.dev, and Notis will use them next time.
Can I control which company fields get pulled?
Yes - tell Notis your priorities, like 'only pull industry, employee count, and location' and it will focus on those in future runs.
How often should this run?
Set it to trigger on every new CompanyCam project. You can also run it manually for existing projects if you need to refresh their data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CompanyCam to Context.dev. A trigger fires from one place; an action lands in another.
CompanyCam triggers
Context.dev actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve Brand
Resolve a company by domain, name, or ticker into a full brand profile.
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Connect any two apps with Notis in the middle.
CompanyCam and Context.dev, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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