Give approved jobs a consistent project starting point
Turn an approved job into a Basecamp project built from your existing template, ready for the team to organize.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project from Template
Start creating a project from a template in the background.
Why this helps
Setting up every approved job from scratch can delay handoff and leave important project structure inconsistent.
- Start delivery work from a familiar project structure.
- Reduce repetitive setup after job approval.
- Make the handoff from sales to delivery easier to follow.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Basecamp once in the Notis portal.
- 2Create an automation from Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis in one instruction to verify job approval and create a Basecamp project from the appropriate existing template.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real approved-job update and follow the returned project construction status until it is completed.
Questions about this workflow
Does the project appear instantly?
Project creation from a template is asynchronous. The action returns a URL to poll until the status becomes completed.
Can the automation choose any template?
The instruction can identify an existing template by name or context available to Notis. The template must already exist in Basecamp.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Basecamp. A trigger fires from one place; an action lands in another.
Acculynx triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Acculynx and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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