Monthly Project Company Data Sync
Company information for your projects lives in both CompanyCam and Context.dev but gets out of sync - one tool has updated data, the other doesn't. Notis runs a monthly sync, comparing company profiles across tools and updating both with current information so your team always has consistent, current client data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve Brand
Resolve a company by domain, name, or ticker into a full brand profile.
Why this helps
Company data gets duplicated and inconsistent across tools, creating confusion and stale information that your team has to reconcile manually.
- Eliminate company data duplication
- Keep all tools current automatically
- Reduce manual data entry
- Build single source of truth for company info
Setup
Build it in a few focused steps.
- 1Connect CompanyCam and Context.dev to Notis
- 2Create automation: 'On the 25th of every month, sync company profiles and project company data between CompanyCam and Context.dev - pull updates from Context.dev, push new companies to Context.dev'
- 3Set monthly cron trigger, choose notification channel
- 4Notis synchronizes company data between tools
- 5Test with a manual run and verify company updates are synced correctly and consistently across both tools
Questions about this workflow
Which direction does data sync?
Both ways - Notis pulls company updates from Context.dev into CompanyCam and pushes new projects' companies to Context.dev. You can customize which direction for specific fields.
What if there are conflicts in data?
Notis flags conflicts (e.g., different company size in each tool) and asks you to choose the accurate version. After one time, it learns your preference.
Does this sync custom fields?
Yes - if you use custom company fields in CompanyCam (like 'project type' or 'contract value'), tell Notis which ones to sync and it maintains them across tools.
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.
Extract Structured Data
Crawl a website and return JSON matching a caller-supplied JSON Schema.
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.
Identify Transaction
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Web Search
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Extract Styleguide
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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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