Give every new lead a ready-to-review Basecamp brief
Send a lead update to Notis and get its key details and next steps in a Basecamp project document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Important lead context can get buried between sales conversations and project work.
- Keep lead context with the team’s project work.
- Turn incoming updates into readable summaries.
- Reduce manual re-entry between sales and delivery.
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.
- 3In one instruction, ask Notis to summarize the AccuLynx lead update and create a Basecamp Vault document with relevant details and next steps.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real lead update to the webhook and review the resulting document.
Questions about this workflow
Does AccuLynx start this automatically?
AccuLynx has no listed trigger event. This workflow starts when an HTTP request reaches the Notis webhook, and Notis can use the supplied information to retrieve relevant AccuLynx details.
Where does the brief go?
The automation creates a document in the Basecamp Vault for the project identified in the request or instruction.
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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