Keep address verification guidance easy to find
Create a recurring place for the team's address checking guidance and supplied process updates in the project vault.
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
Process instructions can drift across chat messages and personal notes, leaving people unsure which guidance to follow.
- Keep process guidance in the project vault.
- Make recurring review part of the team's routine.
- Gather supplied changes into a readable note.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a scheduled Vault document summarizing the address verification guidance and process updates available at each run.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with the current guidance and verify the document is accurate.
Questions about this workflow
Will it discover process changes automatically?
No. It can only use guidance or updates supplied to it at run time.
Does it edit the existing playbook?
The listed action creates a document. It does not specify updating an existing document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Basecamp. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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