Turn a ready campaign brief into a project kickoff
When a campaign brief is ready, give the work a structured Basecamp home from your existing project template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project from Template
Start creating a project from a template in the background.
Why this helps
A campaign can be ready to plan while its kickoff still waits for someone to create the project.
- Reduce setup delay between campaign planning and execution.
- Use a familiar Basecamp project structure for new campaigns.
- Make a ready brief easier to hand off to the team.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to check for campaign briefs marked ready in the available ActiveTrail information and create a Basecamp project from the appropriate existing template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real ready campaign brief and monitor the project creation report.
Questions about this workflow
Does this create a project immediately?
The Basecamp action creates a project from a template asynchronously. Follow the returned status until construction is completed.
What makes a brief ready?
Define the readiness signal in your prompt using information available from ActiveTrail. If the connected data does not expose that signal, provide it through the brief or another input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Basecamp. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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