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Notis

Keep completed job closeouts reflected in Basecamp

Notis can compare confirmed completion information with Basecamp tasks and clear the matching to-dos in a scheduled review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Complete To-Do

Mark a to-do as complete.

Why this helps

Closeout lists become unreliable when completed work is not reconciled with the project’s task tracking.

  • Reconcile completed work with outstanding task lists.
  • Reduce recurring closeout administration.
  • Keep completion decisions grounded in source records.

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 find confirmed AccuLynx closeouts, identify matching Basecamp to-dos, and complete only unambiguous matches.
  • 4Choose a recurring schedule trigger and select where run reports should go.
  • 5Review one run, including any unmatched or ambiguous items, before relying on the reconciliation.

Questions about this workflow

What happens when a matching task is unclear?

The instruction should tell Notis to report the ambiguity and leave the task unchanged.

Can this mark a task complete based on a guess?

It should only complete a task when the AccuLynx completion and the matching Basecamp to-do are both clear.

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.

TriggerScheduled

Complete To-Do

Mark a to-do as complete.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card in Column

Add a new card to a card table column.

ActionInstant

Create Step in Card

Add a step to an existing card.

ActionInstant

Create Chatbot

Add a chatbot to a chat room.

ActionInstant

Create Chatbot Line

Post a message to a chat as a chatbot.

ActionInstant

Create Document in Vault

Create a document in a project vault.

ActionInstant

Create Project from Template

Start creating a project from a template in the background.

ActionInstant

Create To-Do (Deprecated)

Add a to-do to a to-do list.

ActionInstant

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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