Give contact list changes a clear review path
Bring list hygiene questions into Basecamp so your team can resolve them without losing the context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card in Column
Add a new card to a card table column.
Why this helps
Contact list maintenance competes with urgent work, leaving review questions unresolved.
- Surface list review decisions in a shared workspace.
- Focus attention on changes that need a human decision.
- Keep a record of why a list needs review.
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 review available ActiveTrail contact list information and create a Basecamp card for each issue that requires human review, stating the evidence and open question.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact list review.
Questions about this workflow
Can Notis identify every list hygiene issue?
Notis can assess the list information exposed by the connected integration. Your prompt should define what needs review, and any missing evidence should be called out.
Will this change contacts automatically?
This workflow creates Basecamp review cards. It does not use a Basecamp action to change ActiveTrail contacts.
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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