Get a weekly deal review where the team works
Turn pipeline review into a short Basecamp document with notable changes, open questions, and follow-up priorities.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
Weekly pipeline reviews take time when the team has to gather deal context and rewrite it into a shared update.
- Create a consistent place for weekly pipeline context.
- Highlight deals that need a human follow-up decision.
- Reduce time spent assembling status notes.
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 review available deal information for the period and create a concise weekly document in the intended Basecamp vault.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the connected ActiveCampaign account exposes the deal details you need.
Questions about this workflow
Can the review compare this week with last week?
Only if the needed history or prior baseline is available to Notis or supplied in the request. Otherwise, ask for a current-period summary and note the missing comparison data.
Can this workflow send a report every day instead?
Yes. Choose a schedule that suits your review rhythm; the workflow outcome stays the same.
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.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
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.
Active campaign and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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