Give verified contact records a tidy home
When a new contact record set needs a project home, create a dedicated nested vault folder to keep related materials organized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a Vault
Create a nested vault within a project vault.
Why this helps
Verified records become hard to find when teams keep adding them to an unstructured project vault.
- Create a consistent place for related records.
- Keep contact reference material grouped by supplied context.
- Make future project review easier.
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 nested vault folder for each submitted record set that meets your stated organization criteria.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real record set and confirm the folder is in the intended parent vault.
Questions about this workflow
Does the action upload files?
No. It creates a nested vault folder. Uploads or documents require separate actions.
Will it create a folder for every check?
Only if you instruct it to. A useful rule is to create folders for record sets that need continuing project reference.
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.
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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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