Close the Basecamp loop when a deal milestone is done
When a deal milestone is confirmed, mark its corresponding Basecamp to-do complete without another manual update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Complete To-Do
Mark a to-do as complete.
Why this helps
Teams can finish a CRM milestone but leave the matching project to-do open and cluttering the list.
- Keep Basecamp task status aligned with a confirmed milestone.
- Remove finished work from active to-do lists.
- Reduce status maintenance across tools.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to complete the Basecamp to-do identified in the request only when the milestone is confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real milestone request that identifies an existing to-do.
Questions about this workflow
Will this find a to-do from a deal name alone?
The request should identify the intended to-do. If it does not provide enough information to distinguish the item, have Notis report the ambiguity.
Does this create a new Basecamp task?
No. It marks an existing to-do as completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Basecamp. A trigger fires from one place; an action lands in another.
Active campaign 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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Active campaign and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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