Bring campaign results into your project space
Get a readable campaign recap in Basecamp without reopening dashboards to remember what changed.
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
Campaign metrics are easy to overlook when the numbers live in a separate dashboard.
- Keep a recurring campaign recap alongside project work.
- Spot notable changes without manually assembling a report.
- Give collaborators a shared reference for campaign results.
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 summarize the latest available ActiveTrail campaign results and create a dated document in the relevant Basecamp project vault.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign results review.
Questions about this workflow
Which results can Notis include?
Notis can summarize results available through the connected ActiveTrail integration. The prompt can request specific metrics, and unavailable values should be reported as missing.
Does this workflow need an ActiveTrail event?
No. A Notis recurring schedule starts the workflow, which then reviews the available ActiveTrail results.
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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