Make quiet partner accounts easier to review
Bring partner activity observations into Basecamp when your recurring review finds accounts to assess.
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
Partners that need attention can go unnoticed when activity reviews happen inconsistently.
- Give partner reviews a recurring checkpoint.
- Keep the supplied observations with the task.
- Help the team focus its follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Specify what available information should count as a partner needing review.
- 4Pick the notis_cron trigger, set the review schedule, and choose where run reports go.
- 5Test with a real partner example and confirm the card is actionable.
Questions about this workflow
How does Notis know a partner is inactive?
Specify the evidence or status available to the run. Do not assume Adtraction provides a particular activity field unless it is available.
Will every partner get a card?
Ask Notis to create a card only for records that meet your review criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Basecamp. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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